Unclaimed
Scott Henrik Fellmeth is an investment advisor representative associated with Westmount Partners, LLC. Scott has been in the industry since April 2014 and holds a Series 65 license. Scott is registered with the state of California and has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Westmount Partners, LLC specializes in financial planning, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
04/16/2014 - Present
Westmount Partners, LLC (LOS ANGELES CA)
IA
Issued 08/03/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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