Thank you for your interest in Westfuller.

We will reach out to you when an opportunity arises that is a fit for your experience.

Westfuller Form ADV Part 2A – 2024

Our Areas of Focus

Institutions

Outsourced Chief Investment Officer
Sustainable, Responsible, Impact-Focused Investments
Global, Multi-Asset Class Investments
DEI Representation and Perspective
Fiduciary Management

Individuals

Financial Legacy
Fiduciary Management
Global, Multi-Asset Class Investments
Open Architecture
Values-Aligned Investments
DEI Representation and Perspective

Form ADV Part 2A
Client Relationship Summary
Privacy Notice
Business Continuity Plan
Careers
Artwork Citation

Call Us

212.219.6198

Email Us

[email protected]

Address

New York Office
1185 Avenue of the Americas,
3rd Floor
New York, NY 10036

San Francisco Office
601 Montgomery Street
Ste. 1212
San Francisco, CA 94111

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Westfuller is an SEC registered investment adviser with a principal place of business located in New York, New York. Westfuller may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Westfuller will be initiated by a representative that is either registered, or qualifies for a corresponding exemption, in the state in which the client resides. For additional information pertaining to the registration status of Westfuller, please refer to the Investment Advisers Public Disclosure website at www.adviserinfo.sec.gov. A copy of the Westfuller current written disclosure brochure, as set forth on Part 2A Form ADV, discussing the firm’s business operations, services, and fees is available from Westfuller upon written request.