Westmount Asset Management.

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2049 Century Park E Ste 2280
Los Angeles, CA 90067
+1 (310) 556-2502
http://www.westmount.com

Westmount Asset Management, based in Los Angeles, CA, is an established independent investment firm with a 30-year history of serving a diverse clientele of successful individuals. Founded by ex-federal prosecutor Jim Berliner and entrepreneur Bob, the firm manages approximately $5.1 billion in assets, offering a range of investment opportunities beyond traditional stocks and bonds.

With a focus on building long-term relationships based on trust and transparency, Westmount is dedicated to helping clients preserve and grow their wealth sensibly while aligning their financial goals with ethical values. The firm's experienced team combines a passion for protecting client interests with a commitment to innovation, providing personalized financial planning to meet the unique needs of each individual client.

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3.02 reviews
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JT F.
12/1/2024

They take very good care of my money. Advisors and staff are outstanding They made very savvy decisions when investing for me

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Connor W.
12/13/2021

Still stuck in this mutual fund they put me in after they told me it was liquid every 3 months. They will screw you over as a client and then leave you with no help and stuck in their crappy...

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