In LA, you have numerous wealth management firms to choose from. We’re quite different from most of them. Since we established Westmount in 1990, our vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing leading-edge financial planning. There’s something else: our people. Westmount strives to be a magnet for the top young talent in wealth management by providing thoughtful mentoring, a supportive environment for growth and the freedom to pursue fresh new ideas on behalf of our clients. That mindset has allowed us to assemble one of the sharpest, most dynamic advisory teams in LA. Ultimately, our goal is to be LA’s “go to” firm. So far, so good. Our clients represent a broad cross-section of the city’s most successful people. Our exceptional team continues to grow. If what we’re about speaks to you, we should talk.
View Top Employees from Westmount Asset ManagementWebsite | https://www.westmount.com |
Revenue | $15.5 million |
Employees | 47 (47 on RocketReach) |
Founded | 1990 |
Address | 2049 Century Park East Suite 2500, Los Angeles, California 90067, US |
Phone | (310) 556-2502 |
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Industry | Investment Management, Business Services General, Banking, Other Capital Markets/Institutions, Investment Advisory, Business Services, Financial Services, Wealth Management, Lending and Investments, Retirement Planning, FinTech |
Web Rank | 11 Million |
Keywords | Westmount Asset Management, Westmount Wealth Management, Wealth Management Century City |
Competitors | Campbell Asset Management, LLC, Chatham Asset Management, N3L Capital Partners, LLC, Reynolds Wealth Management, Stockade Wealth Management |
SIC | SIC Code 87 Companies, SIC Code 62 Companies, SIC Code 874 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 541 Companies, NAICS Code 54 Companies, NAICS Code 54161 Companies, NAICS Code 541611 Companies, NAICS Code 5416 Companies |
Looking for a particular Westmount Asset Management employee's phone or email?
The Westmount Asset Management annual revenue was $15.5 million in 2024.
Robert Berliner is the Chairman of Westmount Asset Management.
47 people are employed at Westmount Asset Management.
Westmount Asset Management is based in Los Angeles, California.
The NAICS codes for Westmount Asset Management are [541, 54, 54161, 541611, 5416].
The SIC codes for Westmount Asset Management are [87, 62, 874, 628].