Westmount Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Westmount Partners reports 1,463 clients. They include 847 high-net-worth individuals, 571 individual clients and 23 charitable organizations. Of its assets, 99.4% ($5.9B across 4,791 accounts) are managed with discretion; $36.5M across 7 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 5% |
| High-net-worth individuals | 58% | 86% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | 2% | 5% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 571 | $303M | 5.1% | $531K |
| High-net-worth individuals | 847 | $5.1B | 85.9% | $6.02M |
| Pension and profit-sharing plans | 6 | $112M | 1.9% | $18.6M |
| Charitable organizations | 23 | $318M | 5.4% | $13.8M |
| Corporations and other businesses | 16 | $106M | 1.8% | $6.63M |
| Total | 1,463 | $5.94B | 100% | $4.06M |
- Clients
- 571
- Regulatory AUM
- $303M
- AUM share
- 5.1%
- Avg. per client
- $531K
- Clients
- 847
- Regulatory AUM
- $5.1B
- AUM share
- 85.9%
- Avg. per client
- $6.02M
- Clients
- 6
- Regulatory AUM
- $112M
- AUM share
- 1.9%
- Avg. per client
- $18.6M
- Clients
- 23
- Regulatory AUM
- $318M
- AUM share
- 5.4%
- Avg. per client
- $13.8M
- Clients
- 16
- Regulatory AUM
- $106M
- AUM share
- 1.8%
- Avg. per client
- $6.63M
Total
- Clients
- 1,463
- Regulatory AUM
- $5.94B
- AUM share
- 100%
- Avg. per client
- $4.06M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Westmount Partners charges 0.25%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance, has a $20,000 annual minimum and requires an account of at least $5,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$10M | 1.00% |
| $10M–$20M | 0.75% |
| $20M–$50M | 0.50% |
| $50M and above | 0.25% |
Fee details and sources
Westmount Asset Management owns 50% to 75% of Westmount Partners. The leadership team of Westmount Partners includes President Michael Amash and Chief Operating Officer Christopher Werner. It has 39 employees, 18 of them in advisory roles.
Leadership
Michael AmashPresident
Christopher WernerChief Operating Officer
James BerlinerChairman
Sean CauvelManaging Partner
Investment adviser representatives
26 representatives listed in the SEC register as of 9 October 2026.
- Arielle E Anderson
- Samuel Gordon Thomas Attianese
- Michael Stanley Burr
- Michael Thomas Cannone
- Sarah Mushtaq Chhotani
- Cory M Davenport
- Terrence Michael Demorest
- Olivia R DiNapoli
- Victoria Ashleigh Dyson
- Scott Henrik Fellmeth
- Joshua R Fredendall
- Natalie Jeanne-Marie Glover
- Todd Andrew Goldman
- Dimitri Jimmy Krikelas
- Eric Yong-Sean Lin
- Timothy David Lonergan
- Denis John Massey
- Isaak Allan Ottmar
- Sean Patrick Sugrue
- Dennis Wee
- Dylan Louisa Wensley
- Julie Ann Yoon
Staff
- 39 employees
- 18 in advisory functions
- 27 state-registered reps
- 4 soliciting firms
- Owns 50% to 75% of Westmount Partners, LLC
Westmount Asset Management,
Control person · since September 2011
- Owns 50% to 75% of Westmount Partners, LLC
Westmount Asset Management, Inc.
Control person · since September 2011
- Owns 50% to 75% of Westmount Asset Management, Inc.
James Berliner
Control person · since January 2022
- Owns 25% to 50% of Westmount Partners, LLC
Temperance Wealth Partners LP
Control person · since January 2018
- Owns 75% or more of Temperance Wealth Partners LP
Temperance Partners Inc.
Control person · since October 2015
- Owns 75% or more of Temperance Partners Inc.
Temperance Partners (Canada) Limited Partnership II
Control person · since October 2015
- Owns 75% or more of Temperance Partners (Canada) Limited Partnership II
JDS TPLP Trust
Control person · since October 2014
- Owns 25% to 50% of JDS TPLP Trust
Julia Sorbara
Control person · since March 2011
- Owns 25% to 50% of JDS TPLP Trust
Thomas Sorbara
Control person · since March 2011
Temperance Partners GP I Limited
General partner · Control person · since June 2015
- Owns 25% to 50% of Temperance Partners Inc.
Paul Sorbara
Control person · since October 2015
Kevin Tice
President · Control person · since October 2015
Jason Seltzer
Vice president, temperance partners inc. · Control person · since October 2019
Westmount Partners’ regulatory assets grew 1.9× from $3.12B (March 2021) to $5.94B (May 2026); clients rose from 1,324 to 1,463 and employees from 33 to 39.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $5.94B | 1,463 | 39 | 2 |
| March 2025 | $5.2B | 1,435 | 39 | 2 |
| February 2024 | $4.26B | 1,402 | 39 | 4 |
| March 2023 | $3.57B | 1,410 | 39 | 4 |
| March 2022 | $3.84B | 1,356 | 33 | 4 |
| March 2021 | $3.12B | 1,324 | 33 | 4 |
Besides its headquarters, Westmount Partners has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 2049 Century Park East, Suite 2500, Los AngelesHQ
- 840 Apollo Street, El Segundo
Contact and registration details
- Legal name
- Westmount Partners, LLC
- Headquarters
- 2049 Century Park East, Suite 2500, Los Angeles, CA 90067
- Website
- westmount.com
- Phone
- 310-556-2502
- @westmount-partners-llc
- SEC file
- 801-72739
- Structure
- Delaware LLC
- Fiscal year end
- December
Westmount Partners uses Charles Schwab ($5.94B) as custodian for its separately managed accounts. Westmount Partners has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Phoenix, AZ · $5.94B100%
At year end, Westmount Partners’ separately managed accounts were largely in stocks (44%) and funds (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $457M across 275 positions; the largest are Apple Inc. (11.7%), Nvidia Corporation (4.1%) and Broadcom Inc. (4.0%).
What the accounts hold
- Stocks44%
- Funds36%
- Registered funds34%
- Pooled vehicles2%
- Bonds12%
- State and local bonds8%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- High-yield corporate bonds1%
- Cash2%
- Other6%
- Alts/private investments, mlps, reits, etns6%
Reported 13F holdings
- $457M
- Reported 13F value
- 275
- Positions
- 38.4%
- In the 10 largest
- +12.5%
- Value vs. prior quarter
- Apple Inc.11.7%
- Nvidia Corporation4.1%
- Broadcom Inc.4.0%
- Vanguard Index Fds · S&P 500 ETF Shs4.0%
- Microsoft Corp.3.2%
- Amazon Com Inc.2.6%
- State Str SPDR S&P 500 ETF T · TR Unit2.4%
- Alphabet Inc. · Cap Stk CL A2.4%
- Vanguard Intl Equity Index F · TT Wrld ST ETF2.0%
- iShares TR · Core S&P500 ETF2.0%
Together, the ten largest are 38.4% of reported value.
How many clients does Westmount Partners have?
Westmount Partners has 1,463 clients and manages $5.94 billion for them, as of May 2026. They include 847 high-net-worth individuals, 571 individual clients and 23 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 May 2026
What services does Westmount Partners offer?
Westmount Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Westmount Partners charge?
Westmount Partners charges 0.25%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance, has a $20,000 annual minimum and requires an account of at least $5,000,000.
Source: WESTMOUNT PARTNERS, LLC FORM ADV PART 2A - SEPTEMBER 2026, filed 6 October 2026
Which custodians does Westmount Partners use?
Westmount Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Phoenix, AZ), with $5.94B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 May 2026
How many financial advisors does Westmount Partners have?
Westmount Partners has 27 investment adviser representatives registered with state securities authorities, out of 39 employees, and 18 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Westmount Partners invest in?
At the end of its last fiscal year, Westmount Partners’ separately managed accounts held 44% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 8% state and local bonds, 6% other, 2% investment grade corporate bonds, 2% pooled vehicles (private funds and similar), 2% cash and equivalents, 1% U.S. government and agency bonds and 1% high-yield corporate bonds. The 6% other category is described as: Alts/Private Investments, MLPS, Reits, Etns.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Westmount Partners have a minimum investment?
Yes, Westmount Partners’ minimum account size for its Investment Advisory Services is $5M. It charges a $20K annual minimum fee.
Source: WESTMOUNT PARTNERS, LLC FORM ADV PART 2A - SEPTEMBER 2026, filed 6 October 2026
Who owns Westmount Partners?
Westmount Partners is owned through a chain of holding companies by James Berliner, Paul Sorbara, and Julia and Thomas Sorbara. Its direct owners are Westmount Asset Management (50% to 75%), Westmount Asset Management, Inc. (50% to 75%) and Temperance Wealth Partners LP (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 May 2026
How does Westmount Partners get paid?
Westmount Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Westmount Partners registered with the SEC?
Yes, Westmount Partners has been registered with the SEC as an investment adviser since 19 October 2011. Its CRD number is 158857 and its SEC file number is 801-72739.
Source: Form ADV Part 1A, Item 1, filed 15 May 2026; IAPD firm record
How do I contact Westmount Partners?
Westmount Partners’ main office is at 2049 Century Park East, Suite 2500, Los Angeles, CA 90067. Its phone number is 310-556-2502. Its website is westmount.com.