# West Mountain, LLC

> 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.

- CRD: 144674
- Filed as: WEST MOUNTAIN, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Stuart, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144674
- AdvisorCensus page: https://advisorcensus.com/firm/west-mountain-llc-stuart-fl-144674

## Quick answers

**Where is West Mountain, LLC located?**
West Mountain, LLC's principal office is in Stuart, FL, according to its Form ADV.

**How does West Mountain, LLC report to regulators?**
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.

**Does West Mountain, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Firm details
- Reporting since: 2015 (11 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.G: 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144674

### Websites listed on Form ADV (Item 1.I)
- [westmountainllc.com](https://westmountainllc.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | June 3, 2021 |
| October 2022 | Not reported | Not reported | March 21, 2022 |
| October 2023 | Not reported | Not reported | April 3, 2023 |
| October 2024 | Not reported | Not reported | May 10, 2024 |
| October 2025 | Not reported | Not reported | February 24, 2025 |
| October 2026 | Not reported | Not reported | March 26, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Mountain, LLC (CRD 144674): Form ADV filing data as of October 2026.