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Manager, Chief Compliance Officer · Westmont Advisory, LLC

Zeeshan M Khaliq

CRD 8306650 · Named on Form ADV at one SEC-registered adviser

At a glance

Westmont Advisory, LLC, an SEC-registered wealth manager based in Flower Mound, TX with $100 million in regulatory assets, lists Zeeshan M Khaliq on its Form ADV as Manager, Chief Compliance Officer, a control person.

Firms and roles

  • Westmont Advisory, LLCManager, Chief Compliance OfficerWealth manager · Flower Mound, TX · $100M in regulatory assets

AtlasMembers

Zeeshan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zeeshan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.