Westmont Advisory, LLC

Overview

Westmont Advisory, LLC operates as an independent registered investment adviser organized as an LLC. The firm is registered with the SEC and completed its SEC registration in 2026. Ownership is a mix of a domestic entity and an individual, and Westmont serves mainly individual and family clients on a percentage-of-assets-under-management fee schedule. Its stated advisory services focus on financial planning and discretionary portfolio management for individuals and small-business owners. The firm indicates business activities tied to accounting and legal services, and it does not position itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives