WESTWOOD WEALTH MANAGEMENT
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| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
Company Profile
| As of Date | 10/03/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 69 35.29% |
| of those in investment advisory functions | 25 31.58% |
| AUM* | 977,041,194 131.33% |
| of that, discretionary | 964,134,617 128.27% |
| Private Fund GAV* | 257,619,133 |
| Avg Account Size | 1,343,936 58.14% |
| High Net Worth | 17.04% -0.23% |
| SMA’s | Yes |
| Private Funds | 17 8 |
| 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
- Other
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$172,741,250 |
| Fund TypePrivate Equity Fund | Count13 | GAV$79,146,812 |
| Fund TypeReal Estate Fund | Count1 | GAV$5,731,071 |