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Botree Westmount Partners, LLC (Alexandria)


Botree Westmount Partners, LLC is a large advisory firm based in Alexandria. It manages $305.7 million of regulatory assets for 1,020 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Delaware, District of Columbia, Florida, and 7 other states.

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Botree Westmount Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and tax preparation. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Botree Westmount Partners: assets under management

The assets under management (AUM) of Botree Westmount Partners, LLC is $305.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 165% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $305.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $299.71 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Botree Westmount Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Augustine Sung Chun Hong Managing member 1 May 2001 75% - 100% 1990434
Augustine Sung Chun Hong Member 1 Apr 2003 25% - 50% 1990434
Charles D'angelo Owner 1 Apr 2010 75% - 100% 5815633
Chansuk Steven Park Member 1 Jan 2011 25% - 50% 1707414

Based in Alexandria

The principal office where Botree Westmount Partners, LLC performs its advisory services is located at 4900 Seminary Road, Alexandria, VA 22311, which is also the mailing address of the firm. An additional office of the firm is in Fort Lee, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-671-5959 or by fax 703-671-0531. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.afa-botree.com.


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