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WESTMOUNT PARTNERS, LLC
CRD 158857File 801-72739
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Oct 1, 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
39
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Clients | 1,436 | 1,463 | increased by27 |
| Jun 1, 2026 | AUM | $6,515,128,435 | $5,938,136,974 | decreased by$576,991,461 |
| Jun 1, 2026 | Accounts | 1,466 | 4,798 | increased by3,332 |
| Apr 1, 2026 | Clients | 1,435 | 1,436 | increased by1 |
| Apr 1, 2026 | AUM | $5,202,679,011 | $6,515,128,435 | increased by$1,312,449,424 |
| Apr 1, 2026 | Accounts | 4,595 | 1,466 | decreased by3,129 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 39 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,356 | 1,435 | increased by79 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,837,485,441 | $5,202,679,011 | increased by$1,365,193,570 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,164 | 4,595 | increased by431 |
| Apr 1, 2022 | Clients | 1,324 | 1,356 | increased by32 |
| Apr 1, 2022 | AUM | $3,118,536,481 | $3,837,485,441 | increased by$718,948,960 |
| Apr 1, 2022 | Accounts | 4,003 | 4,164 | increased by161 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESTMOUNT PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTMOUNT PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.