# WESTFULLER ADVISORS, LLC

WESTFULLER ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 155054
- Type: SEC-registered investment adviser
- SEC file number: 801-111864
- Location: 1185 AVENUE OF THE AMERICAS, SUITE 319, NEW YORK, NY, 10036
- Phone: 212-219-6198
- Latest filing: 2026-03-31
- Regulatory AUM: $3.4B
- Discretionary AUM: $2.7B
- Non-discretionary AUM: $707.9M
- Clients: 23
- Accounts: 88

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Daryl Scott Hersch | SHAREHOLDER | Chatham, NJ |
| Michael W Dziura | CHIEF COMPLIANCE OFFICER | — |
| Ian Scot Fuller | MEMBER, CEO | — |
| Lola C West | MEMBER, CHAIRWOMAN, CHIEF CULTURE OFFICER | — |
| Mona Shelice Williams | CHIEF OPERATING OFFICER | — |
| Brian Charles Cole | CHIEF ADMINISTRATIVE OFFICER | — |
| DZIURA MARTIN W | CHIEF COMPLIANCE OFFICER | — |
| WEST LOLA C | MEMBER, CHAIRWOMAN; MEMBER, MANAGING DIRECTOR | — |
| FULLER IAN SCOT | MEMBER, CEO; MEMBER, MANAGING DIRECTOR; MEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| NICHOLS HEATHER LEIGH | CHIEF COMPLIANCE OFFICER | — |
| HERSCH DARYL SCOTT | SHAREHOLDER | — |
| Lola C. West | MEMBER, CHAIRWOMAN, CHIEF CULTURE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155054/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155054/similar
- Related entities: https://search.stillhousedata.com/firm/155054/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155054

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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.