LOS ANGELES, CACRD 158857Latest ADV March 26, 2026
Westmount Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 26, 2026, reports $6.5B in regulatory assets under management, 39 employees, 1 office, and 1,466 accounts.
Assets Under Management
$6.5B
Employees
39
Offices
1 office
Total Clients
1,436
Primary office
LOS ANGELES, CA
2049 CENTURY PARK EAST, SUITE 2500, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.0% of total clients.
Top client categories% of clientsClients
1
HNWI
64.0%
919
2
Individuals
32.7%
470
3
Charitable
1.7%
24
4
Corporations
1.1%
16
5
Pension Plans
0.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.5Bas of March 26, 2026
Discretionary99.4%
$6.5B
99% of total RAUM99.4%
Non-discretionary0.6%
$36M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.5B
Total Accounts1,466
10Y AUM Change+$4.4B (+205.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee37:1
10Y Employee Change+12 (+44.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.