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WESTMONT ADVISORY, LLC

FLOWER MOUND, TX · CRD 343407 · IAPD ↗ · westmontadvisory.co · 2144337354

$100.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — WESTMONT ADVISORY, LLC (FLOWER MOUND, TX) is newly SEC-registered with $100.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.