Westmount Partners
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.
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Verified contacts
36
available on Kipplo
LinkedIn employees
42
11 to 50 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
1
tools in use
Monthly traffic
307
organic / mo
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Decision-makers and verified team members
36 contacts with verified email or phone · masked until revealed.
- AD
Ashleigh Dyson
Senior Advisor · Finance & Accounting
EmailPhone - KV
Kamran Valipour
Director of Client Service · Customer/Client Service
EmailPhone - SF
Scott Fellmeth
Partner, Head of Family Office Services · Finance & Accounting
EmailPhone - TG
Todd Goldman
Senior Advisor · Finance & Accounting
EmailPhone - PK
Patricia Kraemer
Vice President · General Business & Management
EmailPhone - BZ
Bart Zino
Marketing Manager · Advertising & Marketing
EmailPhone - DW
Dylan Wensley
Senior Associate · Finance & Accounting
EmailPhone - JB
Jacqueline Boktor
Controller · Finance & Accounting
EmailPhone - NG
Natalie Glover
Senior Associate · Finance & Accounting
EmailPhone
Showing 9 of 36 verified contacts
Top roles at Westmount Partners
24 distinct titles indexed · top 10 shown.
- 4senior associate
- 3administrative assistant
- 3associate
- 3partner
- 2advisor
- 2senior advisor
- 1, -
- 1accounts receivable specialist
- 1asset management
- 1chairman
- +14more titles
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