Westmount Asset Management

EST. AUM
$5,938,136,974

CONTACTS
12

CLIENT ACCOUNTS
4,798

Firm Details

Metro area Los Angeles
CRD Number 158857
Website westmount.com
Client types

Overview

In 1990, Westmount was established by Jim Berliner, a former federal prosecutor, and his father Bob, an experienced entrepreneur. Over the years, Westmount has assembled a highly experienced and adept team, merging Jim's dedication to safeguarding client interests with Bob's commitment to innovation. Presently, the firm manages around $5.3 billion in assets on behalf of its clients. Westmount Partners, LLC traces its roots back to 1990 when finance and aviation entrepreneur Bob Berliner, along with his son Jim, a former federal prosecutor, identified a need for truly personalized and unbiased financial advice. Since then, the firm has been committed to delivering individualized guidance while fiercely protecting client interests. Westmount was among the pioneers in adopting the fiduciary advisor model, eliminating commissions and conflicts of interest. They have consistently innovated, providing institutional-style investing for individuals, offering access to alternative investments like real estate, and delivering sophisticated financial planning services. The firm takes pride in its team of experts in investment research, financial planning, and client service, blending seasoned wisdom with fresh perspectives to benefit clients. Over the years, they have witnessed the direct impact of their work on clients' lives, helping them retire and implement comprehensive financial plans while assisting new generations of clients with confidence and enthusiasm. As a Certified B Corporation, Westmount is dedicated to using business as a force for good, aligning profits with social and environmental values. Looking ahead, Westmount remains focused on the future, excited about the opportunities to continue making a positive difference for their clients.

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