WESTMOUNT ASSET MANAGEMENT LLC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2350 of mapped providers
Assets under administration$6.7B0.0%Market share · rank #1572
Fees received$91,857Median $19,894/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical WESTMOUNT ASSET MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where WESTMOUNT ASSET MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment advisory (participants)Code 26 | 4 | $19,894 |
Competitor overlap
Percent of WESTMOUNT ASSET MANAGEMENT LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under WESTMOUNT ASSET MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|---|---|
LATHAM & WATKINS LLPCA · 952018373-001 | ONE CAPITAL MANAGEMENT LLC | $3.1B |
INFINEON TECHNOLOGIES AMERICAS CORP.CA · 951528961-005 | CHARLES SCHWAB & CO., INC. | $1.7B |
Plans lost in 2024
Appeared last year under WESTMOUNT ASSET MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
MUSICK, PEELER & GARRETT LLPCA · 951777575-005 | ENVESTNET RETIREMENT SOLUTIONS, LLC | $120M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $36,251 | 1y | 1 |
INFINEON TECHNOLOGIES AMERICAS CORP.CA · 951528961-005 | $1.7B | 6,513 | $15,819 | 1y | 1 |
MCDERMOTT WILL & EMERY LLPIL · 361453176-005 | $1.4B | 3,180 | $17,923 | 6y | 2 |
SAUL EWING LLPPA · 231416352-003 | $489M | 1,211 | $21,864 | 2y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into WESTMOUNT ASSET MANAGEMENT LLC.
- WESTMOUNT
- WESTMOUNT ASSEST MANAGEMENT LLC
- WESTMOUNT ASSET MANAGEMENT
- WESTMOUNT ASSET MANAGEMENT LLC
- WESTMOUNT ASSET MANAGEMENT, LLC
- WESTMOUNT PARTNERS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for WESTMOUNT ASSET MANAGEMENT LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 100.00% | 1.76% | +98.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WESTMOUNT ASSET MANAGEMENT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent