Westmore Asset Management
Westmore Asset Management is an SEC-registered ria in Pearl River, NY with $54.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Westmore Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164431, SEC 801-77110, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $54.5M (2026-02-18)
- Firm type
- Ria
- Location
- Pearl River, NY
- Employees
- 1
- Clients
- 7
- CRD
- 164431
- Ownership
- CARMONA, CHARLES, PATRICK; CARMONA, SUSANA, CRISTINA; STBM HOLDINGS, LLC; CAMPBELL, RICHARD, LEE
How much AUM does Westmore Asset Management have?
Westmore Asset Management reported $54.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Westmore Asset Management?
Disclosed owners and executives of Westmore Asset Management include CARMONA, CHARLES, PATRICK, CARMONA, SUSANA, CRISTINA, STBM HOLDINGS, LLC, CAMPBELL, RICHARD, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.