Data / Investment advisers / California / Westmount Partners, LLC
Westmount Partners, LLC, Los Angeles, CA: $5.9 billion AUM, SEC registered investment adviser
Westmount Partners, LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $5.9 billion in regulatory assets under management in its Form ADV filed October 6, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 158857
- SEC file number
- 801-72739
- SEC status
- Approved, effective October 19, 2011
- Main office
- 2049 Century Park East Suite 2500, Los Angeles, CA 90067
- Phone
- (310) 556-2502
- Website
- westmount.com
- Regulatory AUM
- $5,938,136,974 in the Form ADV filed October 6, 2026
- Discretionary AUM
- $5,901,651,536
- Non discretionary AUM
- $36,485,438
- Accounts
- 4,798
- Employees
- 39, of which 18 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 847 | $5.10 billion |
| Charitable organizations | 23 | $318.4 million |
| Individuals (other than high net worth individuals) | 571 | $303 million |
| Pension and profit sharing plans | 6 | $111.9 million |
| Corporations or other businesses | 16 | $106.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $5.94 billion | May 15, 2026 |
| April 1, 2026 | $6.52 billion | March 26, 2026 |
| December 1, 2025 | $5.20 billion | March 28, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Signature Investment Advisors, LLC | Los Angeles | $6.76 billion | Not listed | adviserinfo.sec.gov |
| Shamrock Capital Advisors, LLC | Los Angeles | $6.73 billion | 25 | adviserinfo.sec.gov |
| NWF Advisory Services Inc | Los Angeles | $6.43 billion | Not listed | adviserinfo.sec.gov |
| Aurora Capital Partners Management VI L.P. | Los Angeles | $6.20 billion | 13 | adviserinfo.sec.gov |
| Freeman Spogli | Los Angeles | $6.16 billion | 7 | adviserinfo.sec.gov |
| Silver Rock Financial LP | Los Angeles | $5.38 billion | 15 | adviserinfo.sec.gov |
| Arena Capital Advisors | Los Angeles | $5.33 billion | 26 | adviserinfo.sec.gov |
| Nexus Capital Management LP | Los Angeles | $5.13 billion | 15 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Westmount Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.