Westmount Asset Management

What Westmount Asset Management does

Westmount Partners, LLC is an independent registered investment advisor founded in 1990 in Los Angeles by Jim Berliner, a former federal prosecutor, and his father Bob Berliner. The firm manages approximately $6.8 billion in client assets as of December 31, 2025, split between roughly $5.95 billion in diversified portfolio assets (stocks, bonds, ESG strategies) and approximately $834 million in private alternatives (direct real estate, private lending). It operates through seven offices across Southern California (Los Angeles, El Segundo, Pasadena, Newport Beach, La Jolla, Santa Barbara) and one in Menlo Park, delivering investment management, ESG investing, private alternatives, financial planning, and family office services to high-net-worth individuals and families, business owners, and nonprofit organizations. The firm became Certified B Corporation in January 2022 and earns third-party recognition including Barron's Top 100 (2025) and FT 300 (2020).

The firm's technology stack is intentionally lean: client-facing account access is delivered through the Orion Client Portal, a third-party platform hosted on Orion Advisor Tech, with no disclosed proprietary trading, analytics, or AI systems. Westmount runs on a fee-based AUM model with customized, non-publicly disclosed pricing; financial planning is bundled into the advisory relationship at no incremental charge. Go-to-market is relationship-driven, relying on referrals from CPAs, trust attorneys, pension administrators, custodial referral programs, content marketing via the Insights Lounge, and dedicated senior advisors leading client engagements — a high-touch, sales-led motion targeting mature, self-made clients with multi-generational wealth planning needs. The ownership remains concentrated among founders and the partner group, with no external PE or institutional capital disclosed.

Name

Westmount Asset Management

Legal name

Westmount Partners, LLC

Website

https://westmount.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Westmount Partners is an independent Los Angeles RIA managing $6.8B AUM for high-net-worth individuals, families, business owners, and nonprofits across Southern California, offering investment management, ESG, private alternatives, and family office services.

Ownership category

akta.pro rank

Product category

Wealth Management / Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Investment advisory services
• Private alternatives investing
• ESG portfolio management
• Family office planning

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Fee-based investment advisory services charged on assets under management (AUM). Westmount manages approximately $6.8 billion in client assets as of December 31, 2025, with diversified portfolio assets of roughly $5.95 billion and private equity assets of approximately $834 million.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Westmount provides fee-based investment advisory and wealth management services for high-net-worth individuals, families, business owners, and nonprofit organizations. Core services include Investment Management across stocks, bonds, and alternative investments, ESG Portfolio investing, Private Alternatives Investing, comprehensive Financial Planning, and Family Office Services, with financial planning offered as part of the client relationship at no additional fee. The firm manages approximately $6.8 billion in client assets as of December 31, 2025 and operates from seven Southern California offices.

Product overview

Westmount Partners operates as a unified financial advisory and investment management firm offering an integrated suite of services built around core investment management capabilities. The product portfolio centers on Investment Management (stocks, bonds, and alternative investments) as the foundation, complemented by specialized ESG Portfolio services for sustainability-focused investing, Private Alternatives Investing for alternative asset classes, and comprehensive Financial Planning including Family Office Services for generational wealth management. The firm serves distinct client segments including Individuals & Families, Business Owners, and Nonprofits, all unified under B Corp certification values. Clients access their portfolios through the Orion Client Portal for secure account viewing and reporting.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Comprehensive investment management services across stocks, bonds, and alternative investments, serving as the foundation of Westmount's wealth advisory offering for individuals, families, business owners, and nonprofits managing approximately $5.95 billion in diversified portfolio assets as of December 31, 2025.
• ESG Portfolio ESG investment portfolio offering clients access to sustainability-focused stocks, bonds, and thematic alternatives concentrating on clean water, economic development, and renewable energy, aligned with UN Sustainable Development Goals, for clients seeking investments that reflect positive environmental and social outcomes.
• Private Alternatives Investing Private investment services spanning direct real estate, private lending, and other alternative asset classes typically not accessible to individual investors, designed to enhance portfolio returns and provide tax advantages, with approximately $834 million in private equity assets (including invested assets and committed capital) as of December 31, 2025.
• Financial Planning Disciplined financial planning services including personal financial roadmaps, retirement planning, tax planning, estate planning, and coordination with external advisors such as CPAs and estate planners; offered as part of the Westmount relationship with no additional fee.
• Family Office Services Centralized management and diligence structure for optimizing generational wealth, connecting clients to specialized expertise and supporting long-term legacy and wealth-transfer goals across multiple generations.
• Wealth Management for Individuals & Families Wealth management package for successful, established individuals and families including doctors, lawyers, entrepreneurs, and entertainment industry professionals, focused on preserving and growing wealth across multiple generations through integrated investment management, financial planning, retirement, estate, and tax planning.
• Business Owners Services Comprehensive services tailored for business owners including exit strategy planning, succession planning, financial planning, tax and insurance planning, and integration with family office services for post-sale wealth management.
• Nonprofit Investment Management Investment management services tailored for nonprofit organizations, including investment policy statement development, fiduciary responsibility fulfillment, portfolio construction, compliance management, and donor education.

Quantifiable outcome

• $6.8 billion in assets under management for clients

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Two partnerships are on record, tiered core.

• Orion Advisor TechcoreTechnology or IntegrationOrion Client Portal provides password-protected access for clients to view investment-related information including account values, performance summaries, and portfolio data. This is Westmount's primary client portal platform.
• OrioncoreTechnology or IntegrationProvides the Orion Client Portal, a secure platform enabling clients to access their investment accounts, view performance data, and manage financial information.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Aspiriant: Los Angeles-headquartered, fee-only independent RIA serving HNW individuals, families, and institutions. Comparable in size, business model, and SoCal market focus to Westmount, with similar comprehensive financial planning and investment management offerings.
• Lido Advisors: LA-based independent RIA and family office serving HNW individuals, business owners, and institutions with integrated wealth management. Direct competitor in the SoCal HNW market with a comparable full-service investment and planning model.
• Bessemer Trust: Privately held wealth management and investment advisory firm serving ultra-high-net-worth families and foundations. Comparable to Westmount's family office services and HNW/UHNW focus, though Bessemer is significantly larger and nationally oriented.
• Whittier Trust: Multi-family office and wealth management firm serving HNW individuals, families, and foundations across the West Coast. Directly comparable to Westmount in target client, family office orientation, and integrated planning and investment capabilities.
• Pathstone: Independent, partner-owned wealth management and family office firm serving UHNW families and institutions. Comparable to Westmount in its independent advisor model, comprehensive planning focus, and emphasis on serving multigenerational HNW clients.

Broad incumbents

• Hightower Advisors: National RIA platform partnering with high-quality independent advisory firms. Comparable to Westmount in its independent advisor model but at much greater scale, with technology, M&A, and operational support that Westmount lacks.
• Edelman Financial Engines: Large national independent RIA combining traditional advisory services with a digital advice platform. Comparable in independence and HNW target market but materially larger and more technology-driven than Westmount.
• Brown Brothers Harriman Investor Services: Privately held, partnership-structured wealth management and investment services firm serving HNW families and institutions. Comparable to Westmount in private partnership structure and integrated wealth management, though much larger and nationally diversified.
• City National Bank (RBC Wealth Management): LA-headquartered private and commercial bank with a significant wealth management division serving HNW clients. Comparable SoCal base and HNW focus, but with banking, lending, and custody capabilities Westmount does not offer and recently acquired by RBC.

Regional players

• Capital Group: Los Angeles-headquartered private investment management firm with significant AUM, including private wealth management and institutional capabilities. Comparable geographic footprint and long-standing LA presence, though Capital Group's wealth business serves a broader and more institutional client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/westmount-asset-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Westmount Asset Management