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WESTWOOD WEALTH MANAGEMENT

CRD 290658 · SEC 801-121572

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11150 SANTA MONICA BLVD., SUITE 740, LOS ANGELES, CA, 90025, United States

Phone

(424) 255-3120

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$300.4M

Discretionary AUM

$300.4M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-14

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Individuals86$23.3M
High net worth individuals40$258.7M
Pooled investment vehicles1—
Pension/profit sharing plans3$18.4M

States served

CA, LA, NV, TX

All web addresses on file

Official SEC filing: View on IAPD