Westmont Advisory, LLC

Overview

Westmont Advisory, LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2026. The firm serves individual and family clients, charging fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The ADV lists business activities tied to accounting and legal services, indicating the firm may operate alongside or in collaboration with those professional practices. Westmont is not registered as an active ESG investor, is not a capital allocator, and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives