Firm profile

WESTMORE ASSET MANAGEMENT

PEARL RIVER, NYCRD 164431Latest ADV February 18, 2026

Westmore Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pearl River, NY. Its latest Form ADV filing, dated February 18, 2026, reports $54M in regulatory assets under management, 1 employee, 1 office, and 61 accounts.

Assets Under Management
$54M
Employees
1
Offices
1 office
Total Clients
7
Primary office
PEARL RIVER, NY
1 BLUE HILL PLAZA, LOBBY LEVEL, SUITE 1509, PEARL RIVER, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCharles P. Carmona

Advisory services offered

3 types reported
Other advisory services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
4
2
HNWI
42.9%
3
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$54Mas of February 18, 2026
Discretionary55.4%
$30M
55% of total RAUM55.4%
Non-discretionary44.6%
$24M
45% of total RAUM44.6%
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$54M
Total Accounts61
10Y AUM Change+$29M (+112.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee7:1
10Y Employee Change-4 (-80.0%)

* 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.