# WESTMOUNT PARTNERS, LLC

WESTMOUNT PARTNERS, LLC of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 158857
- Type: SEC-registered investment adviser
- SEC file number: 801-72739
- Location: 2049 CENTURY PARK EAST, SUITE 2500, LOS ANGELES, CA, 90067
- Phone: 310-556-2502
- Latest filing: 2026-05-15
- Regulatory AUM: $5.9B
- Discretionary AUM: $5.9B
- Non-discretionary AUM: $36.5M
- Clients: 39
- Accounts: 4,798

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Jason Adam Seltzer | VICE PRESIDENT, TEMPERANCE PARTNERS INC. | — |
| Kevin Douglas Tice | PRESIDENT | — |
| Paul Joseph Sorbara | TRUSTEE; VICE PRESIDENT | — |
| Julia Catherine Sorbara | TRUSTEE | — |
| Thomas Anthony Sorbara | TRUSTEE | — |
| Christopher Miles Werner | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| James Edgar Berliner | CHAIRMAN | — |
| Michael Joseph Amash | PRESIDENT | — |
| Sean Christian Cauvel | MANAGING PARTNER | — |
| SILVERA DAVID DIBLEE | MEMBER | — |
| BURKHART CHARLES B | MANAGING MEMBER | — |
| BERLINER ROBERT ADLER | CHAIRMAN; CHAIRMAN/ELECTED MANAGER | — |
| BERLINER JAMES EDGAR | CHAIRMAN; PRESIDENT; PRESIDENT/ELECTED MANAGER | — |
| FINMARK SUSAN MARY | CHIEF COMPLIANCE OFFICER | — |
| AMASH MICHAEL JOSEPH | PRESIDENT; SENIOR VICE PRESIDENT | — |
| WERNER CHRISTOPHER MILES | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| BURKHART JR CHARLES BYRON | MANAGING MEMBER | — |
| SORBARA PAUL JOSEPH | TRUSTEE; VICE PRESIDENT | — |
| TICE KEVIN DOUGLAS | PRESIDENT | — |
| SORBARA JULIA CATHERINE | TRUSTEE | — |
| SORBARA THOMAS ANTHONY | TRUSTEE | — |
| SELTZER JASON ADAM | VICE PRESIDENT, TEMPERANCE PARTNERS INC. | — |
| CAUVEL SEAN CHRISTIAN | MANAGING PARTNER | — |
| Berliner June F | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158857/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158857/similar
- Related entities: https://search.stillhousedata.com/firm/158857/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158857

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.