WESTMOUNT PARTNERS, LLC

CRD 158857 · SEC 801-72739

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2049 CENTURY PARK EAST, SUITE 2500, LOS ANGELES, CA, 90067, United States

Phone

310-556-2502

Fax

310-556-8661

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.94B

Discretionary AUM

$5.90B

Team

39 total employees; 18 advisory reps

Clients

251-500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	571	$303.0M
High net worth individuals	847	$5.10B
Pension/profit sharing plans	6	$111.9M
Charitable organizations	23	$318.4M
Corporations/business entities	16	$106.1M

States served

AZ, CA, CO, DC, IL, MA, NV, NJ, NM, NY, NC, OR, PA, VA, WA, TX, FL

All web addresses on file

HTTP://WWW.WESTMOUNT.COM
https://www.linkedin.com/company/westmount-partners-llc/

Official SEC filing: View on IAPD