Westwood Wealth Management

Overview

Westwood Wealth Management is a corporation that operates as a hedge fund and registered investment adviser. The firm is SEC-registered (registered in 2021) and serves both individual/family and institutional clients. Its advisory work covers discretionary portfolio management for individuals and small businesses as well as management of pooled investment vehicles. Ownership is listed as individual and the business charges fees as a percentage of assets under management. Westwood is not identified as an active ESG investor or a multi-state adviser, and it is not described as a separate capital allocator; the firm also acts as sponsor, general partner and managing member for pooled vehicles it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives