Arielle
Anderson

Westmount Asset Management, LLC

CRD#5496642
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Arielle Anderson is a financial advisor working out of Los Angeles, California, with a total of 6 years of relevant experience. Anderson is on the advisory team at Westmount Asset Management, LLC. Throughout their career, they have worked at Sanford C. Bernstein & Co., LLC, Kayne Anderson Rudnick Investment Management, Vp Distributors LLC and Westmount Asset Management LLC. Anderson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Westmount Asset Management, LLC is a registered investment company operating out of Los Angeles, CA. The investment advisory business has offices in three locations and a total of 39 people on staff. It oversees $4 billion in assets among its 4,348 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 21 charitable organizations. Of its 4,348 customer accounts, 51% are held by high-net-worth investors who have at least $1 million in assets. The firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees usually depend on the type of financial services offered. Fees charged by Westmount Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2049 Century Park East Suite 2500
Los Angeles, CA 90067

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Westmount Asset Management, LLC Brokerage Details

Total Assets Under Management

$3,565,626,032

CA Average: $7,578,581,321
Total Number of Employees

39

CA Average: 43
Total Number of Accounts

4,348

CA Average: 3,727
Average Account Size

$820,061

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Arielle Anderson Work History

Arielle has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Westmount Asset Management LLC

2014 - 2017 (3 years)

Kayne Anderson Rudnick Investment Management

2014 - 2017 (3 years)

Vp Distributors LLC

2009 - 2014 (5 years)

Sanford C. Bernstein & Co., LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Arielle Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Westmount Asset Management, LLC

Philip Hagopian
Los Angeles, CA
Hector Monroy
Los Angeles, CA
Eric Lin
Los Angeles, CA
Scott Fellmeth
Los Angeles, CA
Victoria Dyson
Los Angeles, CA
Nathaniel Byram
Los Angeles, CA
Jeffrey Halbert
Los Angeles, CA
Michael Cannone
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started