WESTWOOD WEALTH MANAGEMENT
Company Profile
| AUM* | 977,041,194 58% |
| of that, discretionary | 964,134,617 56% |
| Private Fund GAV* | 257,619,133 |
| Avg Account Size | 1,343,936 25% |
| High Net Worth | 17.04% -17% |
| SMA’s | Yes |
| Private Funds | 18 6 |
Adviser Type
Number of Employees 69 -3%
of those in investment advisory functions 25 -7%
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
Private Funds
Employees
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeHedge Fund | Count3 | GAV$172,741,250 |
| SEC Fund TypePrivate Equity Fund | Count14 | GAV$79,146,812 |
| SEC Fund TypeReal Estate Fund | Count1 | GAV$5,731,071 |