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).

Current Firm Details
2049 Century Park East, Suite 2500, Los Angeles, CA 90067
http://www.westmount.com
By the Numbers
  • Total Assets Under Management
    4,259
    MILLION
  • Total Number of Accounts
    4,684
    ACCOUNTS
  • Average Account Value
    $909,343
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Westmount Partners, LLC
Showing 11 - 20 of 22 top financial advisors.
11
Dimitri Krikelas, financial advisor Los Angeles CA
Dimitri J. Krikelas
CRD#: 4952663
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Dimitri Krikelas (CRD# 4952663) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.

12
Timothy Lonergan, financial advisor Los Angeles CA
Timothy D. Lonergan
CRD#: 6506005
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Timothy Lonergan (CRD# 6506005) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.

13
Denis Massey, financial advisor Los Angeles CA
Denis J. Massey
CRD#: 4601622
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Denis Massey (CRD# 4601622) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry.

14
Dennis Wee, financial advisor Los Angeles CA
Dennis Wee
CRD#: 5855693
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Dennis Wee (CRD# 5855693) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.

15
Christopher Werner, financial advisor Los Angeles CA
Christopher M. Werner
CRD#: 5129321
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Christopher Werner (CRD# 5129321) 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.

16
Cory Davenport, financial advisor Los Angeles CA
Cory M. Davenport
CRD#: 6139036
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Cory Davenport (CRD# 6139036) 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.

17
Natalie Glover, financial advisor Los Angeles CA
Natalie J. Glover
CRD#: 7888405
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Natalie Glover (CRD# 7888405) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

18
Shiza Khan, financial advisor Los Angeles CA
Shiza Khan
CRD#: 7396672
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Shiza Khan (CRD# 7396672) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

19
Eric Lin, financial advisor Los Angeles CA
Eric Y. Lin
CRD#: 7688876
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Eric Lin (CRD# 7688876) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

20
Dylan Wensley, financial advisor Los Angeles CA
Dylan L. Wensley
CRD#: 7482221
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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