Westmont Advisory, LLC
Firm details
- Headquarters
- Flower Mound, Texas
- CRD number
- 343407
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Westmont Advisory, LLC is an independent registered investment adviser organized as an LLC. The firm lists SEC registration in 2026 and serves individual and family clients on a percentage-of-AUM fee basis. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. The firm also identifies accountant and law firm among its business activities, indicating integrated tax and legal capabilities alongside investment advice. Westmont reports that it is not a capital allocator and does not characterize itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Flower Mound, TX
Denton
Location
Flower Mound, TX
Headquartered in Flower Mound, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 870 International Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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