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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.

Westmount Asset Management Questions

The Westmount Asset Management annual revenue was $15.1 million in 2026.

Robert Berliner is the Chairman of Westmount Asset Management.

38 people are employed at Westmount Asset Management.

Westmount Asset Management is based in Los Angeles, California.

The NAICS codes for Westmount Asset Management are [54161, 541611, 541, 5416, 54].

The SIC codes for Westmount Asset Management are [87, 874, 62, 628].

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