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
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.
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.
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.