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Sean Christian Cauvel

Westmount Partners, LLC

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About Sean Christian Cauvel

Sean Cauvel is a registered investment advisor representative in California and is currently employed at Westmount Partners, LLC. Sean has been in the industry for over 25 years and holds the Series 6, Series 26 and Series 63 licenses. He is also a Certified Financial Planner. Sean has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. Sean specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Sean Cauvel is currently registered with Westmount Partners, LLC. Westmount Partners, LLC is a Los Angeles, CA-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Westmount Partners, LLC serves individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
Westmount Partners, LLC

2049 CENTURY PARK EAST

LOS ANGELES, CA 90067

$4.26B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Cauvel’s Registration & Firm History

CA

11/09/2011 - Present

Westmount Partners, LLC (LOS ANGELES CA)

OH

07/01/1996 - 01/04/2006

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

08/10/1995 - 07/01/1996

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 04/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/09/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Christian Cauvel.
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