# Westmount Partners, LLC

> Westmount Partners, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 158857
- Filed as: WESTMOUNT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158857
- AdvisorCensus page: https://advisorcensus.com/firm/westmount-partners-llc-los-angeles-ca-158857

## Quick answers

**How is Westmount Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Westmount Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Westmount Partners, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated May 15, 2026 states: Up to $10,000,000: 1% a year; $10,000,000 to $20,000,000: 0.75% a year; $20,000,000 to $50,000,000: 0.5% a year; Above $50,000,000: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Westmount Partners, LLC located?**
Westmount Partners, LLC's principal office is in Los Angeles, CA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Westmount Partners, LLC registered with the SEC or a state?**
Westmount Partners, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158857.

**How much does Westmount Partners, LLC manage?**
Westmount Partners, LLC reports $5,938,136,974 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (99% discretionary).

**How have Westmount Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Westmount Partners, LLC: Regulatory assets under management: $3,118,536,481 in the October 2021 data and $5,938,136,974 in the October 2026 data, up 90%. Total employees: 33 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Westmount Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (847); individuals (other than high net worth individuals) (571); charitable organizations (23).

**Which custodians does Westmount Partners, LLC use?**
Westmount Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Westmount Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158857

**What changed in Westmount Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $5,202,679,011 to $6,515,128,435 (+25%). Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Up to $10,000,000: 1% a year
- $10,000,000 to $20,000,000: 0.75% a year
- $20,000,000 to $50,000,000: 0.5% a year
- Above $50,000,000: 0.25% a year

> New clients pay an investment advisory fee at the following annual rate based on the total asset value of the client's investment account: Assets Under Management Fee Amounts up to $10,000,000 1.00% of asset value The next $10,000,000 0.75% of asset value The next $30,000,000 0.50% of asset value Amounts over $50,000,000 0.25% of asset value

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $5,938,136,974
- Discretionary: $5,901,651,536
- Non-discretionary: $36,485,438

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 571 | $302,998,911 |
| High net worth individuals | 847 | $5,098,766,085 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $111,884,667 |
| Charitable organizations | 23 | $318,356,572 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 16 | $106,130,739 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (14 years)
- Employees: 39 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DC, FL, IL, MA, NC, NJ, NM, NV, NY, OR, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- El Segundo, CA

### Websites listed on Form ADV (Item 1.I)
- westmount.com
- LinkedIn @westmount-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,118,536,481 | 33 | March 22, 2021 |
| October 2022 | $3,837,485,441 | 33 | March 24, 2022 |
| October 2023 | $3,565,626,032 | 39 | October 3, 2023 |
| October 2024 | $4,259,362,338 | 39 | February 9, 2024 |
| October 2025 | $5,202,679,011 | 39 | March 28, 2025 |
| October 2026 | $5,938,136,974 | 39 | May 15, 2026 |

Regulatory assets under management: $3,118,536,481 in the October 2021 data and $5,938,136,974 in the October 2026 data, up 90%.
Total employees: 33 in October 2021 and 39 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $5,202,679,011 to $6,515,128,435 (+25%).
- Registered or notice-filed in NC.

### January 2026
- No longer registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westmount Partners, LLC (CRD 158857): Form ADV filing data as of October 2026.