Dylan WensleyCRD Number: 7482221
Current Firm: Westmount Asset Management, LLC
Dylan Wensley (CRD# 7482221) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Westmount Asset Management||Los Angeles, CA||Aug 2021 - Current||< 1|
|The Webb Schools||Claremont, CA||Jul 2021 - Aug 2021||< 1|
|Unemployed||Alta Loma, CA||Mar 2021 - Jul 2021||< 1|
|Occidental College||Los Angeles, CA||Jan 2018 - Mar 2021||3|
|The Diamond Center||Claremont, CA||Jul 2017 - Jan 2021||3|
|The Webb Schools||Claremont, CA||Jul 2019 - Aug 2019||< 1|
|Student||Alta Loma, CA||Jan 2011 - May 2017||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management3,837MILLIONS
Total Number of Accounts4,164ACCOUNTS
Average Account Value$921,586
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, FL, GA, IL, MA, NJ, NV, NY, OR, PA, TX, WA
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