Westmount Partners
TL;DR
Westmount was founded in 1990 and manages about $5.9 billion for roughly 4,800 clients, using a tiered asset-based fee starting at 1.00%.
$5.9 billion
Regulatory AUM
As of ADV filing 2026-10-06
4,798
Accounts / Clients
1,418 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
39
Team Size
employees, 18 advisory
15 yrs
Years Registered
First registered 2011
About Westmount Partners
Westmount was founded in 1990 and manages about $5.9 billion for roughly 4,800 clients, using a tiered asset-based fee starting at 1.00%.
Office: 2049 Century Park East, Suite 2500, Los Angeles, CA 90067.
Best for: families above $5M wanting an established firm with a CFP team
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD158857
RegistrationSEC-registered
First registration2011
Regulatory AUM$5.9 billion
ADV filing date2026-10-06
Accounts4,798
Clients1,418 individual and high-net-worth clients
Employees39
Advisory employees18
Fee modelAsset-based advisory fee; ADV 2A discloses no commissions
Minimum$5,000,000 required, waivable; $5,000 minimum quarterly fee below that (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 158857, as of ADV filing 2026-10-06, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Los Angeles, CA (2026): rank 2 of 10
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