Westwood Wealth Management

Overview

Westwood Wealth Management is a privately owned advisory firm organized as a corporation and registered with the SEC since 2021. The firm identifies as a hedge-fund-classified adviser that serves both individual and family clients as well as institutional accounts. Its primary business lines are portfolio management for individuals/small businesses and portfolio management for pooled investment vehicles. Fees are charged as a percentage of AUM. Westwood does not flag itself as an active ESG investor and is not registered as a multi-state adviser. The firm also acts as a sponsor and general partner or managing member of pooled vehicles, and it reports managing at least one hedge fund alongside third-party allocations. Custody for client assets is consolidated at LPL Financial.

Assets & Accounts

Public Holdings

Investments & Alternatives