Westmount Asset Management LLC
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+1 YoYRank #2224 of mapped providers
Assets under administration$15.9B0.0%Market share · rank #856
Fees received$659,746Median $29,058/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 |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 4 | $19,894 | |
Investment management; Direct payment from the planCode 28 | 2 | $283,945 |
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 | $3.1B |
INFINEON TECHNOLOGIES AMERICAS CORP.CA · 951528961-005 | Charles Schwab | $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 | $120M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
YALE UNIVERSITYCT · 060646973-001 | $8.3B | 25,753 | $476,149 | 6y | 1 |
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 |
YALE UNIVERSITYCT · 060646973-004 | $874M | 24,635 | $91,740 | 9y | 1 |
SAUL EWING LLPPA · 231416352-003 | $489M | 1,211 | $21,864 | 2y | 1 |
Flag exposure
100.0%Market: 89.1%
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 (9)
Raw Schedule C names collapsed into Westmount Asset Management LLC.
- KREITLER AND ASSOCIATES
- KREITLER FINANCIAL LLC
- KREITLER FINANCIAL, 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 /plans 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 | 3 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 66.67% | 1.76% | +64.91 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
Frequent partners by role
Who else shows up on Westmount Asset Management LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Troutman Pepper | 1 | 16.7% |