# WESTHILL FINANCIAL ADVISORS, INC.

WESTHILL FINANCIAL ADVISORS, INC. of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 152506
- Type: SEC-registered investment adviser
- SEC file number: 801-71005
- Location: 999 FIFTH AVE., SUITE 300, SAN RAFAEL, CA, 94901
- Phone: 415-456-2292
- Latest filing: 2026-08-07
- Regulatory AUM: $789.4M
- Discretionary AUM: $775.6M
- Non-discretionary AUM: $13.8M
- Clients: 11
- Accounts: 1,272

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Kirk Martin Ludwig | CCO, CIO & TREASURER; CFO, CIO, CCO; GRANTOR AND TRUSTEE | — |
| Matthew Frank Taddei | CEO; GRANTOR AND TRUSTEE; PRESIDENT, CEO | — |
| Diane Marie Mccracken | DIRECTOR | — |
| Nicholas Faison Safrit | DIRECT OWNER, FINANCIAL ADVISOR | — |
| Meghan Murphy Hyland | CORPORATE SECRETARY; PRESIDENT & SECRETARY | — |
| TADDEI MATTHEW FRANK | GRANTOR AND TRUSTEE; PRESIDENT; PRESIDENT, CEO | — |
| LUDWIG KIRK MARTIN | CFO; CFO, CIO; CFO, CIO, CCO (+1 more) | — |
| MCCRACKEN DIANE MARIE | DIRECTOR; GRANTOR AND TRUSTEE; SECRETARY, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| HYLAND MEGHAN MURPHY | CORPORATE SECRETARY; GRANTOR AND TRUSTEE | — |
| SAFRIT NICHOLAS FAISON | DIRECT OWNER, FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152506/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152506/similar
- Related entities: https://search.stillhousedata.com/firm/152506/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152506

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.