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).

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 21 - 23 of 23 top financial advisors.
21
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.

22
Julie A. Yoon
CRD#: 7789161
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Julie Yoon (CRD# 7789161) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

23
Lily H. Zhang
CRD#: 6748634
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

Lily Zhang (CRD# 6748634) 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.

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