Westhill Financial Advisors, Inc.

CRD 152506 · San Rafael, CA · $789.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 152506
SEC number: 801-71005
Firm type: RIA
Assets under management: $789.4M as of Mar 12, 2026
Website: westhillfa.com ↗
Phone: 415-456-2292
Address: 999 Fifth Ave., Suite 300, San Rafael, CA, 94901

Advisors at this firm

6 in our index · page 1 of 1

Meghan Murphy HylandCRD 6515535 · San Rafael, CA

IA Registered
Samantha Lain KeelerCRD 7116371 · San Rafael, CA

IA RegisteredRegistration inactive
Kirk Martin LudwigCRD 1453087 · San Rafael, CA

IA RegisteredRegistration inactive
Diane Marie MccrackenCRD 2530891 · San Rafael, CA

IA RegisteredRegistration inactive
Nicholas Faison SafritCRD 4886742 · San Rafael, CA

IA RegisteredRegistration inactive
Matthew Frank TaddeiCRD 1231923 · San Rafael, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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