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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and May 15, 2026, reported AUM increased 14.1%, from $5.2B to $5.9B.
Across 5 reported observations, AUM increased 54.7% between March 24, 2022 and May 15, 2026, from $3.8B to $5.9B.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 18 advisory representatives and 1,463 clients, or 81.3 clients per representative. That equates to $4.1M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on May 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Westmount Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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ARIELLE E ANDERSON
Senior Advisor
- CRD
- #5496642
Samuel Gordon Thomas Attianese
Associate
- CRD
- #8011480
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 |
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Separately Managed Accounts
SMA allocation detail is available
Westmount Partners, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Westmount Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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