Westmount Asset Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
2049 Century Park E Ste 2500, Los Angele...Phone Number
(310) 556-2502Website
www.westmount.comRevenue
$14.8 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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ZI Rank
1
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2
About Westmount Asset Management
Westmount Partners is an independent asset management and wealth advisory firm based in Los Angeles, established in 1990. The firm specializes in managing approximately $6.8 billion in assets for a diverse clientele, including individuals, families, business owners, and nonprofits, focusing on long-term investment strategies and alternative investments. Westmount emphasizes building personal relationships with clients, prioritizing trust and transparency in their financial planning and investment processes. The firm is committed to ethical practices and aims to help clients grow and preserve their wealth while also considering positive societal impacts through their investments.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Westmount Asset Managemen...
$14.8M
11-50
Private
-
1990
Christopher WernerChief Operating Officer & Chief Compliance Officer
Company Profile Activity
Activity Insights
Westmount Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Westmount Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Westmount Asset Management.
Westmount Asset Management Tech Stack
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Westmount Asset Management News & Media
Westmount Continues Southern California Expansion, Opens New Office in San Diego
LOS ANGELES, April 14, 2023 /PRNewswire/ -- Westmount Asset Management ("Westmount"), a Los Angeles-based, independent wealth management firm with more than $4.5 billion in assets under management, announced today that it has opened a new satellite office to better serve clients in the...Three Westmount Partners Named to 2023 Leaders of Influence List
LOS ANGELES, March 21, 2023 /PRNewswire/ -- Westmount Asset Management ("Westmount"), a Los Angeles-based, independent wealth management firm managing more than $4.5 billion in client assets, announced today that three firm leaders have been recognized as 2023 "Leaders of Influence" by...Westmount Named A 2023 Best Place to Work for Financial Advisers
This is Westmount's Fifth Consecutive Appearance on the List LOS ANGELES, March 9, 2023 /PRNewswire/ -- Westmount Asset Management ("Westmount"), a Los Angeles-based, independent wealth management firm managing more than $4.5 billion in client assets, announced today that it has been...Don't Neglect Personal Planning When Preparing to Sell a Business, Says Westmount
LOS ANGELES, Dec. 20, 2022 /PRNewswire/ --A properly thought-out business exit plan should combine financial, business, and personal considerations, according to the advisory team at Los Angeles-based Westmount Asset Management ("Westmount"). All three components are needed; sellers who...
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Westmount Partners is an independent asset management and wealth advisory firm based in Los Angeles, established in 1990. The firm specializes in managing approximately $6.8 billion in assets for a diverse clientele, including individuals, families, business owners, and nonprofits, focusing on long-term investment strategies and alternative investm... Read More
