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Westmount Partners

Westmount Partners Revenue

Investment ManagementFlag of USLos Angeles, California, United States21-50 Employees

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Westmount Partners revenue & valuation

Annual revenue$5,000,000
Revenue per employee$125,000
Estimated valuation?$16,000,000
Total fundingNo funding

Key Contacts at Westmount Partners

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Michael Cannone

Partner, Managing Director

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Felicia Chang

Director Of Wealth Strategy

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Jacqueline Boktor

Director Of Finance And Administration

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Kamran Valipour

Director Of Client Service

Company overview

Headquarters2049 Century Park East, Suite 2500, Los Angeles, CA 90067, US
Phone number+13105562502
Website
NAICS5231
SIC874
Keywords
Wealth Management, Asset Management, Retirement Planning, Financial Planning, Investment Advisory, Legacy Planning, Private Alternatives
Founded1990
Employees21-50
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.

FormatExamplePercentage
{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

Entry
Partner
Senior

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

Discover the technologies and tools that power Westmount Partners's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

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ClickDimensions

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Miscellaneous

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Frequently asked questions

Westmount Partners is located in Los Angeles, California, US.
You can reach Westmount Partners at +13105562502.
Westmount Partners generates an estimated annual revenue of $5,000,000. This revenue figure reflects the company's market position and business performance in its industry.
Westmount Partners has an estimated valuation of $16,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Westmount Partners was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.
Westmount Partners has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

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