Westmount Partners, LLC
Los Angeles, CA·SEC-registered · CRD #158857
Westmount Partners, LLC is an SEC-registered investment advisory firm in Los Angeles, CA managing $5.9B across 4.8k client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.9B
Client accounts
4.8k
Advisory staff
18
Fee model
Fee-only
How Westmount Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Westmount Partners, LLC
How much does Westmount Partners, LLC manage?
Per its most recent SEC Form ADV filing (05/15/2026), Westmount Partners, LLC reports $5.9B in regulatory assets under management across roughly 4.8k client accounts.
How does Westmount Partners, LLC charge?
Westmount Partners, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Westmount Partners, LLC a fiduciary?
Yes. Westmount Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #158857), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Westmount Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Westmount Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Westmount Partners, LLC's public SEC Form ADV filing (CRD #158857, filed 05/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Westmount Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Westmount Partners, LLC? Claim this profile.