RIA Intel›Advisers›California›WESTMOUNT PARTNERS, LLC

WESTMOUNT PARTNERS, LLC

Advisory

Y·LOS ANGELES, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$6.5B

1-Year AUM Growth

+22.1%

3-Year CAGR

+10.6%

Employees

18

Assets Under Management

Total AUM$6.5B

Discretionary AUM$6.5B

Non-Discretionary AUM$36M

Discretionary %99.4%

Total Clients1,435

Team

Total Employees18

Investment Advisers39

Employee Growth (1Y)—

Filing History

Total Filings on Record27

First FilingSep 7, 2011

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 27 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WESTMOUNT PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.