Investment adviser representative · Westmount Partners, LLC

Timothy D. Lonergan

CRD 6506005 · Los Angeles, CA

At a glance

Timothy D. Lonergan is an investment adviser representative with Westmount Partners, LLC in Los Angeles, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Timothy’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Westmount Partners, LLCSince July 2021Los Angeles, CA · $5.9B in regulatory assets

SEC adviser record

Registered since: 2018 (8 years)
Designations: Certified Financial Planner
Exams: Series 66
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Timothy’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 3 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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