Westmount Asset Management LLC

Westmount Asset Management LLC, a Delaware-based limited liability company, employs 30 people, 16 of them in advisory roles. While the number of clients they serve is undisclosed, the firm's SEC status is listed as Approved with a registration date of October 19, 2011.

• CHRISTOPHER MILES WERNER

  CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER owns less than 5%

• JAMES EDGAR BERLINER

  PRESIDENT/ELECTED MANAGER owns less than 5%

• MICHAEL JOSEPH AMASH

  SENIOR VICE PRESIDENT owns less than 5%

• ROBERT ADLER BERLINER

  CHAIRMAN/ELECTED MANAGER owns less than 5%

• TEMPERANCE WEALTH PARTNERS INC.

  GENERAL PARTNER owns less than 5%

• TEMPERANCE WEALTH PARTNERS LP

  OWNER owns more than 25% but less than 50%

• WESTMOUNT ASSET MANAGEMENT, INC.

  MANAGING MEMBER owns more than 50% but less than 75%

• JDS TPLP TRUST

  LIMIED PARTNER, OWNER owns 75% or more

• JULIA CATHERINE SORBARA

  TRUSTEE owns more than 25% but less than 50%

• KEVIN DOUGLAS TICE

  PRESIDENT

• PAUL JOSEPH SORBARA

  VICE PRESIDENT

• TEMPERANCE PARTNERS (CANADA) LIMITED PARTNERSHIP II

  SHARE-HOLDER OWNER owns 75% or more

• TEMPERANCE PARTNERS GP I LIMITED

  GENERAL PARTNER

• TEMPERANCE PARTNERS INC.

  OWNER owns 75% or more

• THOMAS ANTHONY SORBARA

  TRUSTEE owns more than 25% but less than 50%

• CHARLES SCHWAB
  United States

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