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Julia Catherine Sorbara

TrusteeWestmount Partners, LLCCRD 6573722

About Julia Catherine Sorbara

Julia Catherine Sorbara is listed as Trustee at Westmount Partners, LLC in Los Angeles, CA. Form ADV reports a beneficial ownership band of 25-50%. Julia Catherine Sorbara is associated with 4 registered advisers.

Reported ownership

Owns 25-50% of Westmount Partners, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Julia Catherine Sorbara work?

Julia Catherine Sorbara is listed as Trustee at Westmount Partners, LLC on SEC Form ADV.

How much of Westmount Partners, LLC does Julia Catherine Sorbara own?

Form ADV reports a beneficial ownership band of 25-50%.

Westmount Partners, LLC

TitleTrustee
Ownership25-50%
Control personYes
Since2011

Lmcg Investments, LLC

TitleTrustee, Jds Tplp Trust
Ownership25-50%
Control personYes
Since2011

Slatestone Wealth LLC

TitleBeneficiary
Ownership25-50%
Control personYes
Since2011

Slatestone Wealth LLC

TitleTrustee
Ownership
Control personYes
Since2014