Westmount Partners, LLC
Westmount Partners, LLC is an independent wealth planning and investment advisory firm founded in 1990 and headquartered in Los Angeles, California. With offices throughout Southern California, the firm provides investment management and financial planning services to families, pensions, and nonprofits. Westmount is a Certified B Corporation, recognized for its commitment to social and environmental impact, and offers both traditional equity and fixed income portfolios alongside expertise in private alternatives such as real estate, private equity, and middle market debt. As of February 2024, Westmount manages approximately $6.5 billion in assets and employs a team of over 18 advisors and specialists, serving a client base of established individuals and organizations seeking tailored, transparent financial strategies.
Investment Strategy
Westmount’s investment strategy combines rigorous and time-tested approaches in traditional equities and fixed income with a persistent search for compelling alternatives, including private real estate, private equity, and middle market debt. The firm focuses on long-term portfolio growth while exploiting short-term opportunities when warranted by their analysis. They emphasize ESG (Environmental, Social, and Governance) and impact investing for clients seeking to align portfolios with personal values. Westmount pioneers new asset classes ahead of peers and crafts portfolios that balance growth, risk management, and positive societal impact, all tailored to client objectives through highly personalized advice and ongoing portfolio monitoring.
Top Holdings
Equity Positions (242)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.53% | $40.8M | 159,653 | $131.80 | $254.63 | +$7.2M |
M MSFT | MICROSOFT CORP | 4.74% | $18.4M | 35,339 | $265.42 | $517.95 | +$688.6K |
A AVGO | BROADCOM INC | 4.14% | $16.0M | 48,085 | $66.45 | $329.91 | +$2.8M |
V VOO | VANGUARD INDEX FDS | 3.80% | $14.7M | 23,967 | $393.28 | $612.38 | +$820.7K |
N NVDA | NVIDIA CORPORATION | 3.30% | $12.8M | 68,166 | $54.16 | $186.58 | +$999.5K |