This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-19-2011
- Office Locations
- 1
Office Locations
About Westmount Partners, LLC
Westmount Partners is a Los Angeles-based independent investment firm founded in 1990, serving busy, established clients with a relationship-driven approach. The team builds long-term portfolios across stocks, bonds, and a broad mix of alternative investments, while staying flexible to pursue short-term opportunities and supporting values/impact-oriented goals. Clients can view reporting through a password-protected Orion Advisor Tech portal.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JOSEPH AMASH
President
- CRD
- #2065461
- Ownership
- Less than 5%
JAMES EDGAR BERLINER
Chairman
- CRD
- #4347667
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
MICHAEL JOSEPH AMASH
President
- CRD
- #2065461
ARIELLE E ANDERSON
Senior Advisor
- CRD
- #5496642
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,901,651,536 | $1,231,820 |
| Non-Discretionary | $36,485,438 | $5,212,205 |
| Total | $5,938,136,974 | $1,237,628 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing