Westmount Partners, LLC
● SEC registered since 2011CRD 158857SEC# 801-72739Los Angeles, CA
Reg. AUM
$5.94B
Employees
39
Accounts
4,798
Location
Los Angeles, CA
Westmount Partners, LLC assets under management
Westmount Partners, LLC is an investment advisory firm registered with the SEC based in Los Angeles, CA. The firm has been registered since 2011. It reports $5.9 billion in regulatory assets under management and employs 39 people.
Westmount Partners, LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Miles Werner Control | Chief Operating Officer / Chief Compliance Officer | Under 5% | 2011 |
| James Edgar Berliner Control | Chairman | Under 5% | 2022 |
| Michael Joseph Amash Control | President | Under 5% | 2022 |
| Sean Christian Cauvel Control | Managing Partner | Under 5% | 2022 |
| Temperance Wealth Partners Inc. Control | General Partner | Under 5% | 2018 |
| Temperance Wealth Partners LP Control | Owner | 25-50% | 2018 |
| Westmount Asset Management, Inc. Control | Managing Member | 50-75% | 2011 |
| James Edgar Berliner Control | Chairman | 50-75% | 2022 |
| Jason Adam Seltzer Control | Vice President, Temperance Partners Inc. | — | 2019 |
| Jds Tplp Trust Control | Limied Partner, Owner | Over 75% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Westmount Partners, LLC manage?
Westmount Partners, LLC reports $5.9 billion in regulatory assets under management on its Form ADV.
How many employees does Westmount Partners, LLC have?
Westmount Partners, LLC reports 39 employees.
Where is Westmount Partners, LLC located?
Westmount Partners, LLC is based in Los Angeles, CA and has been SEC-registered since 2011.
Does Westmount Partners, LLC disclose fund performance?
Westmount Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2049 Century Park East, Suite 2500, Los Angeles, CA 90067 |
| Phone | 310-556-2502 |
| Fax | 310-556-8661 |
| Office hours | 8:00 To 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$5.94B▲ 14%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,306 advisers
EmployeesTop 14%
More than 86% of 16,824 advisers
Assets under management
$5.94Bregulatory AUM
Discretionary $5.9BNon-discretionary $36.5M