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Westmount Partners, LLC CRD 158857
$5.94B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-09-27 |
Branch Locations
2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westmount Asset Management, Llc | Los Angeles | CA | 08/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-20 |
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