About Westmount Partners
Established in 1990, Westmount Partners is a fee-only investment advisory firm blending
institutional portfolio management strategies with a wide range of consulting and planning
services. Our diversified investment approach manages risk while seeking superior returns across
global financial markets. Our clients include high-net-worth individuals, pension plans,
foundations, and endowments. Westmount has repeatedly been named one of the top wealth
advisors in the country by Barron's and Financial Times magazine.
See Disclosures
General Information
Firm Start Year
1990
CRD#
4857126
Firm CRD#
158857
Years of Experience in Financial Services
22
Number of Years with Current Firm
11
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting
Compliance
Registered Investment Advisor
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Firm Information
Assets Managed by Firm
4740000000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$3,000,000
Compensation Methods
Based on Assets
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886458/financialplanners-Westmount-Partners-detailed-disclosure.html