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WESTWOOD MANAGEMENT CORP
CRD 110269File 801-18727
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.46B
Top 10% of cohort (national)
Discretionary AUM
$12.46B
Clients
247
249 accounts
Employees
95
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 11, 1983
- Principal office
- 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201
- Phone
- 214-756-6900
- Website
- HTTP://WWW.WESTWOODGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.46B
- Discretionary AUM
- $12.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 249
- Non-discretionary accounts
- 0
- Total accounts
- 249
- AUM per client
- $50.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $307.0M |
| Non-U.S. persons | Fewer than 5 | $474.7M |
| Insurance companies | Fewer than 5 | Not reported |
| Investment companies | 24 | $5.76B |
| Charitable organizations | 7 | $248.1M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 19 | $81.7M |
| Pooled investment vehicles | 16 | $1.52B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 10 | $1.14B |
| State or municipal government entities | 18 | $2.72B |
| Individuals (other than high net worth individuals) | 146 | $195.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.