{
  "crd_number": 144674,
  "slug": "west-mountain-llc-stuart-fl-144674",
  "primary_business_name": "WEST MOUNTAIN, LLC",
  "legal_name": "WEST MOUNTAIN, LLC",
  "dbas": [],
  "city": "Stuart",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "38940",
  "metro": {
    "cbsa_code": "38940",
    "common_name": "Port St. Lucie",
    "msa_name": "Port St. Lucie, FL",
    "path": "/advisors/fl/port-st-lucie"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2015-01-15",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [
    "https://westmountainllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144674",
  "disclosure_items": [
    {
      "item": "11.G",
      "question": "Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?"
    }
  ],
  "city_as_filed": "STUART",
  "url": "https://advisorcensus.com/firm/west-mountain-llc-stuart-fl-144674",
  "display_name": "West Mountain, LLC",
  "summary": "West Mountain, LLC is an exempt reporting adviser in Stuart, FL, filing reports since 2015. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. West Mountain, LLC (CRD 144674): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is West Mountain, LLC located?",
      "a": "West Mountain, LLC's principal office is in Stuart, FL, according to its Form ADV."
    },
    {
      "q": "How does West Mountain, LLC report to regulators?",
      "a": "West Mountain, LLC is an exempt reporting adviser, filing reports since 2015. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 144674."
    },
    {
      "q": "Does West Mountain, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144674"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-06-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-04-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-05-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-02-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/west-mountain-llc-stuart-fl-144674.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144674",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}