WESTMOUNT PARTNERS, LLC

CRD 158857File 801-72739

APPROVED

Retail clients

Custody

Filing as of May 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.94B

Top 25% of cohort (national)

Discretionary AUM

$5.90B

Non-discretionary $36.5M

Clients

1,463

4,798 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Oct 19, 2011
Principal office: 2049 CENTURY PARK EAST, SUITE 2500, LOS ANGELES, CA, 90067
Phone: 310-556-2502
Website: HTTP://WWW.WESTMOUNT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.94B
Discretionary AUM: $5.90B
Non-discretionary AUM: $36.5M
Discretionary accounts: 4,791
Non-discretionary accounts: 7
Total accounts: 4,798
AUM per client: $4.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	16	$106.1M
Charitable organizations	23	$318.4M
High net worth individuals	847	$5.10B
Pension and profit sharing plans	6	$111.9M
Individuals (other than high net worth individuals)	571	$303.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.