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 1 - 10 of 22 top financial advisors.
1
Michael Amash, financial advisor Los Angeles CA
Michael J. Amash
CRD#: 2065461
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

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.

2
Arielle Anderson, financial advisor Los Angeles CA
Arielle E. Anderson
CRD#: 5496642
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

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.

3
James Berliner, financial advisor Los Angeles CA
James E. Berliner
CRD#: 4347667
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

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.

4
Michael Cannone, financial advisor Los Angeles CA
Michael T. Cannone
CRD#: 4857126
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

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.

5
Sean Cauvel, financial advisor Los Angeles CA
Sean C. Cauvel
CRD#: 2638565
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

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.

6
Terrence Demorest, financial advisor Los Angeles CA
Terrence M. Demorest
CRD#: 4926722
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

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.

7
Victoria Dyson, financial advisor Los Angeles CA
Victoria A. Dyson
CRD#: 6334010
2049 Century Park E # 2500, Los Angeles, CA 90067

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.

8
Scott Fellmeth, financial advisor Los Angeles CA
Scott H. Fellmeth
CRD#: 5545200
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

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.

9
Todd Goldman, financial advisor Los Angeles CA
Todd A. Goldman
CRD#: 5249454
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

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.

10
Patricia Kraemer, financial advisor Los Angeles CA
Patricia A. Kraemer
CRD#: 4713240
2049 Century Park East, Suite 2500, Los Angeles, CA 90067

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.

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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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