WEST MOUNTAIN, LLC
Firm details
- Headquarters
- STUART, Florida
- CRD number
- 144674
- Registered since
- January 15, 2015
Firm profile
FINTRXOverview
West Mountain, LLC is an SEC-registered investment adviser organized as a limited liability company and active since 2015. The firm’s primary activity is advising privately offered investment vehicles rather than managing retail advisory accounts; its listed business activity is Other Financial Product Salesperson. West Mountain does not report being an ESG investor, is not a multi-state adviser, and is not classified as a capital allocator. Its public filings indicate the firm’s advisory footprint is centered on private fund management rather than separate account relationships or broad-based institutional consulting.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1PAUL ALAR
Managing DirectorCRD 1103911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STUART, FL
MARTIN
Location
STUART, FL
Headquartered in STUART, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MARTIN
- Address
- 900 SE Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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