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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2026
- Office Locations
- 1
Office Locations
About Westmont Advisory, LLC
Westmont Advisory, LLC is a Flower Mound-based RIA. The firm has been operating for 0 years. Managing $100.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 7 clients, or 3.5 clients per representative. That equates to $14.3M in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
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The full Westmont Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EVAN N PAUL
Manager
- CRD
- --
- Ownership
- 50% but less than 75%
Zeeshan M Khaliq
Chief Compliance Officer, Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Westmont Advisory, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.