FormDSignal
68

Westmont Advisory, LLC registers with the SEC (Flower Mound, TX)

New SEC-registered adviser · CRD 343407 · 801-136996 · effective 2026-08-05

Effective 2026-08-05. 2 employees (2 advisory), $100M regulatory AUM across 7 accounts. Notice-filed in CA, TX. Limited Liability Company (TX).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance