Westmount Partners, LLC

RIASEC Registered

Total AUM

$5.9B

Discretionary

$5.9B

99% of AUM

Avg account

$1.2M

Accounts

4,798

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 158857
Registered since: October 19, 2011
Website: www.westmount.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI85.86%
Charitable Organizations5.36%
Individuals5.1%
Pension & Profit Sharing Plans1.88%
Corporations / Businesses1.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Westmount Partners, LLC is an independent registered investment adviser that manages discretionary portfolios for both high-net-worth individuals and institutional clients. The firm is SEC-registered (2011) and operates as a capital allocator, sourcing third-party managers and constructing separately managed accounts and pooled vehicles. Its advisory services include financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and the selection of outside advisers. Westmount charges fees based on assets under management and identifies equities as a primary focus. The firm has been recognized in industry rankings, appearing on Financial Times’ Top 300 RIA Firms (2020) and on Forbes’ America’s Top RIA Firms lists (2023 and 2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities44%
Public Funds/Mutual Funds34%
State & Local Bonds8%
Other6%
Investment Grade Corp Bonds2%

Owners & executives

3 of 3

Christopher Werner
Chief Operating Officer & Chief Compliance OfficerCRD 5129321
Terrence Demorest
Partner, Chief Investment OfficerCRD 4926722
Dimitri Krikelas
Partner, Chief Investment OfficerCRD 4952663