Dylan Wensley, financial advisor Los Angeles CA

Dylan Wensley

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Dylan L. Wensley
Phone Number: 310-556-2502
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,837
    MILLIONS
  • Total Number of Accounts
    4,164
    ACCOUNTS
  • Average Account Value
    $921,586
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, MA, NJ, NV, NY, OR, PA, TX, WA

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