WESTWOOD WEALTH MANAGEMENT
Company Profile
| As of Date | 04/02/2026 |
| ADV Location | United States, CA / United States, TX |
| Adviser Type - Large advisory firm | |
| Number of Employees | 65 -8% |
| of those in investment advisory functions | 16 -41% |
| AUM* | 1,049,894,240 70% |
| of that, discretionary | 1,040,035,004 68% |
| Private Fund GAV* | 516,417,168 100% |
| Avg Account Size | 1,721,138 60% |
| High Net Worth | 14.60% -29% |
| SMA’s | Yes |
| Private Funds | 21 9 |
| 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
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$201,018,883 |
| Fund TypePrivate Equity Fund | Count17 | GAV$309,917,420 |
| Fund TypeReal Estate Fund | Count1 | GAV$5,480,865 |