DFX Intelligence

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RIA / WealthAdvisor36 years in industry

JAMES EDGAR BERLINER

Advisor at WESTMOUNT PARTNERS, LLC

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d172a5b-75b0-3a51-e8ab-ed990ab08346

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jun 6, 1990 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

James Edgar Berliner

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WESTMOUNT PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
First registration: Jun 6, 1990
Dual registered: no
IAPD individual key: 4347667

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WESTMOUNT PARTNERS, LLC	Independent wealth	Nov 9, 2011	n/a	yes	LOS ANGELES, CA	Current employment
WESTMOUNT ASSET MANAGEMENT INC	Former SEC adviser	Jun 6, 1990	Dec 5, 2011	no	LOS ANGELES, CA\|LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WESTMOUNT ASSET MANAGEMENT INC	WESTMOUNT PARTNERS, LLC	Dec 5, 2011	Nov 9, 2011	-26	Firm change	Other

Relationships

Registered with (2)

→ WESTMOUNT PARTNERS, LLCRegistered adviserregistration: current employment
Nov 9, 2011 to presentfactForm ADV
→ WESTMOUNT ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Jun 6, 1990 to Dec 5, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d172a5b-75b0-3a51-e8ab-ed990ab08346
First observed: Jun 6, 1990
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JAMES EDGAR BERLINER

Advisor at WESTMOUNT PARTNERS, LLC

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d172a5b-75b0-3a51-e8ab-ed990ab08346

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WESTMOUNT PARTNERS, LLC

Independent wealth

Nov 9, 2011

n/a

yes

LOS ANGELES, CA

Current employment

WESTMOUNT ASSET MANAGEMENT INC

Former SEC adviser

Jun 6, 1990

Dec 5, 2011

LOS ANGELES, CA|LOS ANGELES, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WESTMOUNT ASSET MANAGEMENT INC

WESTMOUNT PARTNERS, LLC

Dec 5, 2011

Nov 9, 2011

-26

Firm change

Other