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Dimitri Jimmy Krikelas

Westmount Partners, LLC

Los Angeles, CA

CRD 4952663

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Employer firm

Westmount Partners, LLC CRD 158857

$5.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Westmount Partners, Llc

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-11-09
  • CA RA
    APPROVED
    Since 2011-11-09

Branch Locations

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Westmount Asset Management Los Angeles CA 03/2010 Present
  • 03/2010 → Present
    Westmount Asset Management
    Los Angeles, CA
Previous Registrations
  • 2010-05-19 → 2011-12-05
    Westmount Asset Management Inc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-18
  • S65 Uniform Investment Adviser Law Examination
    2010-05-18
Other Names
  • Dimitri Jimmy Krikelas

View on SEC IAPD

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