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Firm profile

Westmont Advisory, LLC

FLOWER MOUND, TXCRD 343407Latest ADV July 10, 2026

Westmont Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Flower Mound, TX. Its latest Form ADV filing, dated July 10, 2026, reports $100M in regulatory assets under management, 2 employees, and 7 accounts.

Assets Under Management
$100M
Employees
2
Offices
--
Total Clients
7
Primary office
FLOWER MOUND, TX
870 INTERNATIONAL PKWY, STE 180, FLOWER MOUND, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOZeeshan M. Khaliq

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$100Mas of July 10, 2026
Discretionary100.0%
$100M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$100M
Total Accounts7
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee4:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.