SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Westmount Partners, LLC
Los Angeles, CA
CRD 158857
Firm filing updated May 15, 2026 ·
- $5.9BAssets
- 1,463Clients
- 18Advisory staff
- 4,798Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals847
- Individuals571
- Charities23
- Corporations or other businesses16
- Pension and profit sharing plans6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 571 | $303.0 million |
| High net worth individuals | 847 | $5.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $111.9 million |
| Charitable organizations | 23 | $318.4 million |
| Corporations or other businesses not listed above | 16 | $106.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$5.9 billion
- Accounts4,798
- Discretionary$5.9 billion · 4,791 accounts
- Non-discretionary$36.5 million · 7 accounts
People
- Employees39
- Advisory staff18
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
14 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 158857, SEC file 801-72739.
- Registered with the SEC as an investment advisor (status date on record: October 19, 2011).
Is Westmount Partners, LLC a fiduciary?
Short answer: Westmount Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.