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Westmont Advisory, LLC

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS
7

Firm Details

Metro area Dallas
CRD Number 343407
Website westmontadvisory.co
Client types

Overview

Westmont Advisory, LLC is a private wealth advisory firm based in Flower Mound, Texas. The firm serves high- and ultra-high-net-worth families, business owners, real-estate investors, and family offices. Its services combine portfolio management with wealth preservation, asset protection, sophisticated tax planning, entity structuring, and multigenerational succession planning. Westmont manages stock, bond, and diversified portfolios while incorporating measured exposure to alternative investments where appropriate. The firm also considers digital-asset exposure selectively based on client suitability while maintaining a predominantly traditional capital-stewardship approach.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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