Dylan Wensley (CRD# 7482221) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Westmount Asset Management | Los Angeles, CA | Aug 2021 - Current | 2 |
| 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 |
- CA
-
Total Assets Under Management4,259MILLIONS
-
Total Number of Accounts4,684ACCOUNTS
-
Average Account Value$909,343
- 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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