Westmount Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 158857
· SEC file 801-72739
· Los Angeles, CA
· WWW.WESTMOUNT.COM
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ADV data as of May 15, 2026
- Regulatory AUM
- $5.9B
- Discretionary
- $5.9B
- Clients
- 1,463
- Avg AUM / client
- $4.1M
- Accounts
- 4,798
- Employees
- 39
AUM over time
$1.2B
$6.5B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 571 | $303M | 5.1% |
| High net worth individuals | 847 | $5.1B | 85.9% |
| Pension and profit sharing plans | 6 | $112M | 1.88% |
| Charitable organizations | 23 | $318M | 5.36% |
| Corporations and other businesses | 16 | $106M | 1.79% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $125K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Westmount Capital Partners, Lp | Other Private Fund | Delaware | $125K | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Infineon Technologies Savings Plan Infineon Technologies Americas Corp. | 2024 | |
| Saul Ewing Retirement Plan Saul Ewing Llp | 2024 | |
| Mw&E Savings And Retirement Plan Mcdermott Will & Emery Llp | 2024 | |
| Latham & Watkins 401(k) Savings And Profit Sharing Plan Latham & Watkins Llp | 2024 |
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sorbara, Julia, Catherine | Trustee | Mar 2011 (15y) | ≈ 2.64% – 25% via Jds Tplp Trust | |
| Sorbara, Thomas, Anthony | Trustee | Mar 2011 (15y) | ≈ 2.64% – 25% via Jds Tplp Trust | |
| Christopher Miles Werner | Chief Operating Officer / Chief Compliance Officer | Sep 2011 (15y) | Less than 5% | |
| Michael Joseph Amash | President | Nov 2011 (15y) | Less than 5% | |
| James Edgar Berliner | Chairman | Nov 2011 (15y) | ≈ 25% – 56.25% via Westmount Asset Management, Inc. | |
| Sean Christian Cauvel | Managing Partner | CFP | Nov 2011 (15y) | Less than 5% |
| Sorbara, Paul, Joseph | Vice President | Oct 2015 (11y) | GP / trustee / elected manager of Temperance Partners Inc. (indirect) | |
| Tice, Kevin, Douglas | President | Oct 2015 (11y) | GP / trustee / elected manager of Temperance Partners Inc. (indirect) | |
| Seltzer, Jason, Adam | Vice President, Temperance Partners Inc. | Oct 2019 (7y) | GP / trustee / elected manager of Temperance Partners Inc. (indirect) | |
| Dennis Wee | Registered representative | Nov 2011 (15y) | ||
| Dimitri Jimmy Krikelas | Registered representative | Nov 2011 (15y) | ||
| Michael Thomas Cannone | Registered representative | Nov 2011 (15y) | ||
| Terrence Michael Demorest | Registered representative | Nov 2011 (15y) | ||
| Todd Andrew Goldman | Registered representative | CFP | Feb 2016 (10y) | |
| Denis John Massey | Registered representative | Sep 2016 (10y) | ||
| Victoria Ashleigh Dyson | Registered representative | Feb 2017 (9y) | ||
| Arielle E Anderson | Registered representative | Jul 2017 (9y) | ||
| Timothy David Lonergan | Registered representative | CFP | Jul 2021 (5y) | |
| Dylan Louisa Wensley | Registered representative | Jan 2022 (5y) | ||
| Eric Yong Sean Lin | Registered representative | Feb 2023 (3y) | ||
| Julie Ann Yoon | Registered representative | CFP | Aug 2023 (3y) | |
| Michael Stanley Burr | Registered representative | Aug 2023 (3y) | ||
| Natalie Jeanne Marie Glover | Registered representative | Mar 2024 (2y) | ||
| Sean Patrick Sugrue | Registered representative | Aug 2024 (2y) | ||
| Joshua R Fredendall | Registered representative | Sep 2024 (2y) | ||
| Sarah Mushtaq Chhotani | Registered representative | Oct 2024 (2y) | ||
| Samuel Gordon Thomas Attianese | Registered representative | Nov 2024 (2y) | ||
| Cory M Davenport | Registered representative | CFP | Jan 2025 (2y) | |
| Scott Henrik Fellmeth | Registered representative | Jan 2025 (2y) | ||
| Isaak Allan Ottmar | Registered representative | Jul 2025 (1y) | ||
| Olivia R Di Napoli | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Westmount Asset Management, Inc. | Managing Member | Sep 2011 | A | 50% – 75% |
| Temperance Wealth Partners Lp | Owner | Jan 2018 | A | 25% – 50% |
| Temperance Wealth Partners Inc. | General Partner | Jan 2018 | A | Less than 5% |
| Temperance Partners Inc. | Owner | Oct 2015 | B | ≈ 18.75% – 50% via Temperance Wealth Partners Lp |
| Temperance Partners (Canada) Limited Partnership Ii | Share Holder Owner | Oct 2015 | B | ≈ 14.06% – 50% via Temperance Partners Inc. |
| Jds Tplp Trust | Limied Partner, Owner | Oct 2014 | B | ≈ 10.55% – 50% via Temperance Partners (Canada) Limited Partnership Ii |
| Temperance Partners Gp I Limited | General Partner | Jun 2015 | B | GP / trustee / elected manager of Temperance Partners (Canada) Limited Partnership Ii (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sorbara, Julia, Catherine: 25% – 50% of Jds Tplp Trust × 75% – 100% of Temperance Partners (Canada) Limited Partnership Ii × 75% – 100% of Temperance Partners Inc. × 75% – 100% of Temperance Wealth Partners Lp × 25% – 50% direct ≈ 2.64% – 25% of the firm
- Sorbara, Thomas, Anthony: 25% – 50% of Jds Tplp Trust × 75% – 100% of Temperance Partners (Canada) Limited Partnership Ii × 75% – 100% of Temperance Partners Inc. × 75% – 100% of Temperance Wealth Partners Lp × 25% – 50% direct ≈ 2.64% – 25% of the firm
- James Edgar Berliner: 50% – 75% of Westmount Asset Management, Inc. × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Temperance Partners Inc.: 75% – 100% of Temperance Wealth Partners Lp × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Temperance Partners (Canada) Limited Partnership Ii: 75% – 100% of Temperance Partners Inc. × 75% – 100% of Temperance Wealth Partners Lp × 25% – 50% direct ≈ 14.06% – 50% of the firm
- Jds Tplp Trust: 75% – 100% of Temperance Partners (Canada) Limited Partnership Ii × 75% – 100% of Temperance Partners Inc. × 75% – 100% of Temperance Wealth Partners Lp × 25% – 50% direct ≈ 10.55% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $125K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Westmount Capital Partners, Lp | Other Private Fund | $125K | $50.0K | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Infineon Technologies Savings Plan | Infineon Technologies Americas Corp. | 3,569 | $1.7B | 01/01/2024 |
| Saul Ewing Retirement Plan | Saul Ewing Llp | 869 | $489M | 01/01/2024 |
| Mw&E Savings And Retirement Plan | Mcdermott Will & Emery Llp | 1,979 | $1.4B | 01/01/2024 |
| Latham & Watkins 401(k) Savings And Profit Sharing Plan | Latham & Watkins Llp | 4,864 | $3.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $5.9B (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗