Westmount Asset Management, LLC

Westmount Asset Management, LLC (CRD# 158857) is a financial advisory firm headquartered in Los Angeles, CA. They manage $2,636,402,291 in 4,096 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,636
    MILLION
  • Total Number of Accounts
    4,096
    ACCOUNTS
  • Average Account Value
    $643,653
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA

Financial Advisors at Westmount Asset Management, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Michael J. Amash
CRD#: 2065461
Los Angeles, CA 90067

Michael Amash (CRD# 2065461) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 27 years of experience in the finance industry.

2
Arielle E. Anderson
CRD#: 5496642
Los Angeles, CA 90067

Arielle Anderson (CRD# 5496642) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

3
James E. Berliner
CRD#: 4347667
Los Angeles, CA 90067

James Berliner (CRD# 4347667) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

4
Robert A. Berliner
CRD#: 4347666
Los Angeles, CA 90067

Robert Berliner (CRD# 4347666) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

5
Michael T. Cannone
CRD#: 4857126
Los Angeles, CA 90067

Michael Cannone (CRD# 4857126) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.

6
Sean C. Cauvel
CRD#: 2638565
Los Angeles, CA 90067

Sean Cauvel (CRD# 2638565) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 23 years of experience in the finance industry. Sean Cauvel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Annie J. Chen
CRD#: 6546210
Los Angeles, CA 90067

Annie Chen (CRD# 6546210) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has 1 year of experience in the finance industry. Annie Chen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Terrence M. Demorest
CRD#: 4926722
Los Angeles, CA 90067

Terrence Demorest (CRD# 4926722) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.

9
Victoria A. Dyson
CRD#: 6334010
Los Angeles, CA 90067

Victoria Dyson (CRD# 6334010) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.

10
Scott H. Fellmeth
CRD#: 5545200
Los Angeles, CA 90067

Scott Fellmeth (CRD# 5545200) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

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