WESTMORE ASSET MANAGEMENT
SEC RegisteredInvest with Confidence
About the firm
Westmore Asset Management is a multi-family office and SEC-registered Investment Advisor (RIA) committed to delivering long-term results with excellence and integrity by aligning its interests with those of its clients. The firm provides wealth management and corporate advisory solutions, allowing families to keep strict control of their affairs in a private and confidential environment.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and corporate advisory solutions, supported by a team of professionals with extensive domestic and international expertise.
Who they serve
Clients that need help managing their wealth and better understanding the complexities of their wealth, including families seeking private and confidential management of their affairs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4 | $3.4M |
| High Net Worth Individuals | 3 | $51M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of February 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WESTMORE ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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