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WESTWOOD WEALTH MANAGEMENT
WESTWOOD ADVISORS, L.L.C
CRD 132162 · SEC 801-63410
200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201, United States
Phone
2147566900
Fax
2147566979
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$749.5M
Discretionary AUM
$739.6M
Team
62 total employees; 14 advisory reps; 35 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Commissions; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $55.3M |
| High net worth individuals | 45 | $98.3M |
| Pooled investment vehicles | 14 | $516.4M |
| Pension/profit sharing plans | 40 | $5.6M |
| Charitable organizations | 6 | $5.8M |
| Corporations/business entities | 166 | $68.1M |
States served
AL, AZ, AR, CA, CO, GA, IL, IA, MD, NE, NV, NJ, NM, NY, NC, OH, OK, VA, WA, TX, NH, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/company/westwoodholdingsgroup
- HTTP://FACEBOOK.COM/WESTWOODHOLDINGSGROUP/
- https://www.youtube.com/channel/UC1QSC4T_ONtHi-SC3cIrDOQ
- HTTP://TWITTER.COM/WESTWOOD_GROUP
- HTTP://WWW.WESTWOODFUNDS.COM
- HTTP://WWW.WESTWOODGROUP.COM
- HTTP://WWW.WESTWOODWEALTHCOACH.COM
- HTTP://WWW.ASKWEALTHCOACH.COM
- https://www.westwoodetfs.com
Official SEC filing: View on IAPD