Overview
Assets Under Management: $638 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 61
Average Client Assets: $3.0 million
Frequently Asked Questions
WESTWOOD WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132162), WESTWOOD WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
WESTWOOD WEALTH MANAGEMENT is headquartered in DALLAS, TX.
WESTWOOD WEALTH MANAGEMENT serves 61 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, WESTWOOD WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WESTWOOD WEALTH MANAGEMENT manages $638 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, WESTWOOD WEALTH MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.21%
Average Client Assets: $3.0 million
Total Client Accounts: 490
Discretionary Accounts: 455
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 132162
Filing ID: 2055831
Last Filing Date: 2026-02-17 18:56:32