Westmount Partners, LLC
Westmount Partners, LLC (CRD# 158857) is a financial advisory firm headquartered in Los Angeles, CA. They manage $4,259,362,338 in 4,684 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management4,259MILLION
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Total Number of Accounts4,684ACCOUNTS
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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
Michael Amash (CRD# 2065461) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 31 years of experience in the finance industry.
Arielle Anderson (CRD# 5496642) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.
James Berliner (CRD# 4347667) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
Michael Cannone (CRD# 4857126) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.
Sean Cauvel (CRD# 2638565) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.
Terrence Demorest (CRD# 4926722) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.
Victoria Dyson (CRD# 6334010) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.
Scott Fellmeth (CRD# 5545200) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.
Todd Goldman (CRD# 5249454) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.
Patricia Kraemer (CRD# 4713240) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.