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Managing Partner · Westmount Partners, LLC

Sean C. Cauvel

CRD 2638565 · Named on Form ADV at one SEC-registered adviser

At a glance

Westmount Partners, LLC, an SEC-registered wealth manager based in LOS Angeles, CA with $5.9 billion in regulatory assets, lists Sean C. Cauvel on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Sean’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.