linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Szi kiat Lee

Westmount Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Szi kiat? Claim Your Profile

About Szi kiat Lee

Szi Kiat Lee is a Certified Financial Planner® with Westmount Partners, LLC. Szi Kiat has been in the financial services industry since 2020, working for various firms in the industry, including Camden Capital and Validus Capital, before joining Westmount Partners. Szi Kiat is registered with the state of California. Szi Kiat's main areas of focus are financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Szi Kiat also provides selection of other advisors services.

Firm Information

Szi kiat Lee 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Szi kiat Lee’s Registration & Firm History

CA

10/10/2024 - Present

Westmount Partners, LLC (LOS ANGELES CA)

Not sure if Szi kiat Lee is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Szi kiat Lee.
Not sure if Szi kiat Lee is right for you?