WESTMOUNT PARTNERS, LLC

Overview

Westmount Partners, LLC is an independent registered investment adviser operating as a limited liability company and registered with the SEC since 2011. The firm serves both individuals/families and institutional clients and charges fees based on a percentage of assets under management. Its advisory scope includes financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, and the selection of outside advisers. Westmount identifies as a capital allocator and reports being an active ESG investor. The firm is involved on both sides of pooled products, with affiliations that include acting as a sponsor, general partner, and managing member of pooled investment vehicles. Westmount has been recognized in industry rankings, including placement in the Financial Times Top 300 RIA Firms in 2020 and appearances on Forbes’ lists in 2023 and 2024.

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Public Holdings

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Location & Offices