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WESTMOUNT PARTNERS, LLC

LOS ANGELES, CA · CRD 158857 · IAPD ↗ · westmount.com · 310-556-2502

$5.94BRegulatory AUM
18Advisory reps
39Employees
0Clients
251-500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — WESTMOUNT PARTNERS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — WESTMOUNT PARTNERS, LLC reported RAUM up 25% ($5.20B -> $6.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — WESTMOUNT PARTNERS, LLC now reports custody of client assets ($51,878).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
April 2025 — WESTMOUNT PARTNERS, LLC notice-filed in NM, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — WESTMOUNT ASSET MANAGEMENT, LLC is now doing business as WESTMOUNT PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.