Cory M Davenport
Investment adviser representative at Westmount Partners, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Westmount Partners, LLCJan 2025 to now
- Westmount Asset Management, LLCOct 2020 to now
- UnemployedJul 2020 to Sep 2020
- Northwestern MutualDec 2018 to Jun 2020
- UnemployedOct 2018 to Nov 2018
- Northwestern MutualDec 2012 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Westmount Partners, LLC
$5.9BAssets managed
1,463Clients
26Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6139036
- Firm CRD
- 158857