Michael J. Amash

WESTMOUNT PARTNERS

Los Angeles, CA 90067

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CRD#: 2065461

Professional summary

Michael Joseph Amash is a registered financial advisor currently at WESTMOUNT PARTNERS, LLC located in Los Angeles, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michael has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Amash's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 8, 2011 - Present

WESTMOUNT PARTNERS, LLC

Office #1: 2049 Century Park East Suite 2500, Los Angeles, CA 90067

RIA

CRD#: 158857

Los Angeles, CA

Past

September 24, 2003 - December 5, 2011

WESTMOUNT ASSET MANAGEMENT INC

RIA

CRD#: 104665

LOS ANGELES, CA

Past

January 17, 1994 - December 17, 2001

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

July 6, 1992 - October 19, 1993

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WESTMOUNT PARTNERS, LLC

WESTMOUNT ASSET MANAGEMENT, LLC | WESTMOUNT PARTNERS, LLC

CRD#: 158857 / SEC#: 801-72739

RIA

Registered Investment Advisory firm - (10/19/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/9/2011)

IAR

Texas
(11/8/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/21/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/2/1992

General Securities Representative Examination

Current Firm

WESTMOUNT PARTNERS, LLC

WESTMOUNT ASSET MANAGEMENT, LLC | WESTMOUNT PARTNERS, LLC

CRD#: 158857 / SEC#: 801-72739

RIA

Registered Investment Advisory firm - (10/19/2011 Approved)

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Contact information

Main Address

2049 Century Park East Suite 2500, Los Angeles, CA 90067

Mailing Address

Phone number

(310) 556-2502

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTMOUNT PARTNERS, LLC FORM ADV PART 2A - MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,595
AUM (Assets Under Management)	$ 5,202,679,011

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael J. Amash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Amash's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTMOUNT PARTNERS, LLC

WESTMOUNT ASSET MANAGEMENT INC

CHARLES SCHWAB & CO., INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

WESTMOUNT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/21/1992

Series 7

Date: 7/2/1992

Current Firm

WESTMOUNT PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTMOUNT PARTNERS, LLC

TRUST BUT VERIFY

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