LP Profile

Westmount Asset Partners

Wealth ManagerLos Angeles, United States
$4.8B
Assets Under Management
Los Angeles
Headquarters
Investment Focus

About Westmount Asset Partners

We are an independent asset management and wealth advisory firm. Together, we can help you manage, protect and grow your wealth. ???We currently manage approximately $3 billion in assets for our clients.

Preferred Investment Types

Investment FundsJoint Venture/Partner

Preferred Sectors & Themes

Equity/Mutual FundsESG & SustainabilityImpact InvestingMulti-Asset Investing FinanceTraditional Investments (Liquid Assets)High-Level SectorsValues-Based Investing

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Westmount Asset Partners from SEC and IRS filings.

SEC Form ADV

Likely match
Reported AUM
$5.9B
Total Clients
4,798
Filing Date
May 15, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Westmount Asset Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Westmount Asset Partners?

Westmount Asset Partners is a wealth manager based in Los Angeles, United States, managing approximately $4.8B in assets.

Where is Westmount Asset Partners headquartered?

Westmount Asset Partners is headquartered in Los Angeles, United States.

How much does Westmount Asset Partners manage?

Westmount Asset Partners manages approximately $4.8B in assets under management.

What does Westmount Asset Partners invest in?

Westmount Asset Partners focuses on Investment Funds, Joint Venture/Partner, Equity/Mutual Funds, ESG & Sustainability, Impact Investing, Multi-Asset Investing Finance, Traditional Investments (Liquid Assets), High-Level Sectors.

How can I contact Westmount Asset Partners?

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