Westfuller Advisors, LLC

Westfuller Advisors, LLC is an SEC-registered investment advisor offering values-driven, comprehensive fee-based sustainable investment advisory and wealth management services since 2011. The firm primarily focuses on managing investable assets, offering financial advisory services to assist clients in managing their financial and organizational affairs. Westfuller defines sustainable and impact investing as investments made to generate positive social and environmental impact alongside financial return. The firm requires a minimum initial balance of $3 million for individuals and families, and $20 million for institutions. Westfuller has a joint venture with Bivium Capital Partners, LLC, providing tailored investment advisory services to non-profit institutional clients and family offices with an initial minimum balance above $50 million. The firm does not engage in principal transactions, cross trades, or soft dollar arrangements. Westfuller does not vote proxies on behalf of clients. The firm's financial information indicates no financial commitments that could impair its ability to meet client commitments. Westfuller and Bivium do not solicit prepayment of advisory fees. For more details, clients can contact the Chief Administrative Officer at (212) 219-6198 or [email protected].