Westmount Partners, LLC

RIASEC RegisteredEst. 2011

Total AUM

$5.9B

Discretionary

$5.9B

99% of AUM

Avg account

$1.2M

Accounts

4,798

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 158857
Registered since: October 19, 2011
Website: www.westmount.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI85.86%
Charitable Organizations5.36%
Individuals5.1%
Pension & Profit Sharing Plans1.88%
Corporations / Businesses1.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Westmount Partners, LLC is an independent registered investment adviser that manages portfolios for individuals, families and institutions. The firm operates on a percentage-of-AUM fee model and offers financial planning, portfolio management for individuals and pooled vehicles, and manager selection services. Westmount positions itself as a capital allocator — both selecting third‑party managers and acting as a sponsor or managing member of pooled investment vehicles. The firm identifies as an active ESG investor and is not set up as a multi‑state adviser. Public recognition includes placement on the Financial Times Top 300 RIA Firms list in 2020 and inclusion on Forbes’ lists of top RIA firms in 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities44%
Public Funds/Mutual Funds34%
State & Local Bonds8%
Other6%
Investment Grade Corp Bonds2%

Owners & executives

3 of 3

Dimitri Krikelas
Partner, Chief Investment OfficerCRD 4952663
Terrence Demorest
Partner, Chief Investment OfficerCRD 4926722
Christopher Werner
Chief Operating Officer & Chief Compliance OfficerCRD 5129321