WESTWOOD WEALTH MANAGEMENT
Company Profile
| As of Date | 03/09/2026 |
| ADV Location | United States, CA / United States, TX |
| Adviser Type - Large advisory firm | |
| Number of Employees | 69 -3% |
| of those in investment advisory functions | 25 -7% |
| AUM* | 938,624,997 52% |
| of that, discretionary | 925,718,420 50% |
| Private Fund GAV* | 250,219,133 -3% |
| Avg Account Size | 1,482,820 38% |
| High Net Worth | 15.98% -22% |
| SMA’s | Yes |
| Private Funds | 19 7 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
Recent News
Reported AUM
422M
362M
302M
241M
181M
121M
60M
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count3 | GAV$165,341,250 |
| Fund TypePrivate Equity Fund | Count15 | GAV$79,146,812 |
| Fund TypeReal Estate Fund | Count1 | GAV$5,731,071 |