Victoria Ashleigh Dyson
Investment adviser representative at Westmount Partners, LLC
Under 1 yearExperience
1 stateRegistered in
$5.9BFirm assets
14 yearsFirm in business
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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
Under 1 year in the industry.
- Westmount Partners, LLCFeb 2017 to now
- Westmount Asset Management, LLCDec 2016 to now
- Capital Bank and Trust CompanyJun 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
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
- 6334010
- Firm CRD
- 158857