Westmount Asset Management, LLC
Westmount Asset Management, LLC (CRD# 158857) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,952,476,176 in 3,184 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management1,952MILLION
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Total Number of Accounts3,184ACCOUNTS
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Average Account Value$613,215
- 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, FL, ID, IL, MA, ME, MI, NE, NY, OH, OR, TX, VA
Sean Cauvel (CRD# 2638565) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry. Sean Cauvel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Todd Goldman (CRD# 5249454) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry. Todd Goldman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Amash (CRD# 2065461) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.
Christina Barren (CRD# 5591401) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.
Michael Cannone (CRD# 4857126) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.
Terrence Demorest (CRD# 4926722) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.
Scott Fellmeth (CRD# 5545200) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.
Erica Ghotra (CRD# 5705656) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.
Dimitri Krikelas (CRD# 4952663) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.
Lisa Painter (CRD# 4657284) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.