The WESTWOOD WEALTH MANAGEMENT is a privately held investment adviser that advises $300.39mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WESTWOOD WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 148.95% over the last 5-years.
The Group has been registered with the SEC for 5.08 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 11150 SANTA MONICA BLVD. SUITE 740, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $300.39mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $258.72mn or 86.13% of Total Assets and Individuals own $23.28mn or 7.75% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing nan% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
WESTWOOD WEALTH MANAGEMENT names 1 sub-adviser MICHAEL PURYEAR to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.