Westmount Asset Management, LLC

Westmount Asset Management, LLC (CRD# 158857) is a financial advisory firm headquartered in Los Angeles, CA. They manage $2,495,822,564 in 3,464 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,496
    MILLION
  • Total Number of Accounts
    3,464
    ACCOUNTS
  • Average Account Value
    $720,503
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, MA, ME, MI, NE, NV, NY, OH, OR, TX, VA, WA

Financial Advisors at Westmount Asset Management, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Sean C. Cauvel
CRD#: 2638565
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
96
Wealthminder
score

Sean Cauvel (CRD# 2638565) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 22 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.

2
Todd A. Goldman
CRD#: 5249454
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
96
Wealthminder
score

Todd Goldman (CRD# 5249454) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 11 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.

3
Roger S. Stinnett
CRD#: 4564202
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
96
Wealthminder
score

Roger Stinnett (CRD# 4564202) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry. Roger Stinnett 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.

4
Michael J. Amash
CRD#: 2065461
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
93
Wealthminder
score

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.

5
Arielle E. Anderson
CRD#: 5496642
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
93
Wealthminder
score

Arielle Anderson (CRD# 5496642) 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.

6
Christina R. Barren
CRD#: 5591401
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
93
Wealthminder
score

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.

7
Michael T. Cannone
CRD#: 4857126
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
93
Wealthminder
score

Michael Cannone (CRD# 4857126) 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.

8
Terrence M. Demorest
CRD#: 4926722
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
93
Wealthminder
score

Terrence Demorest (CRD# 4926722) 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.

9
Scott H. Fellmeth
CRD#: 5545200
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
93
Wealthminder
score

Scott Fellmeth (CRD# 5545200) 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.

10
Erica K. Ghotra
CRD#: 5705656
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
93
Wealthminder
score

Erica Ghotra (CRD# 5705656) 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.

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