


Westmount Partners Revenue
Investment Management • Los Angeles, California, United States • 21-50 Employees
Westmount Partners revenue & valuation
| Annual revenue | $5,000,000 |
| Revenue per employee | $125,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Key Contacts at Westmount Partners
Michael Cannone
Partner, Managing Director
Felicia Chang
Director Of Wealth Strategy
Jacqueline Boktor
Director Of Finance And Administration
Kamran Valipour
Director Of Client Service
Company overview
| Headquarters | 2049 Century Park East, Suite 2500, Los Angeles, CA 90067, US |
| Phone number | +13105562502 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Keywords | Wealth Management, Asset Management, Retirement Planning, Financial Planning, Investment Advisory, Legacy Planning, Private Alternatives |
| Founded | 1990 |
| Employees | 21-50 |
| Socials |
Westmount Partners Email Formats
Westmount Partners uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@westmount.com), used 74.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@westmount.com | 74.4% |
{first name}{last name} | johndoe@westmount.com | 20.9% |
{last name}{last name} | doedoe@westmount.com | 4.7% |
About 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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Westmount Partners has 12 employees across 4 departments.
Departments
Number of employees
Funding Data
Westmount Partners has never raised funding before.
Westmount Partners Tech Stack
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Frequently asked questions
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