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WESTWOOD WEALTH MANAGEMENT
Legal name: WESTWOOD ADVISORS, L.L.C
CRD 132162File 801-63410
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$749.5M
Above cohort median (national)
Discretionary AUM
$739.6M
Non-discretionary $9.9M
Clients
452
467 accounts
Employees
62
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 1, 2004
- Principal office
- 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201
- Phone
- 2147566900
- Website
- https://www.westwoodetfs.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $749.5M
- Discretionary AUM
- $739.6M
- Non-discretionary AUM
- $9.9M
- Discretionary accounts
- 445
- Non-discretionary accounts
- 22
- Total accounts
- 467
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 166 | $68.1M |
| Charitable organizations | 6 | $5.8M |
| High net worth individuals | 45 | $98.3M |
| Pooled investment vehicles | 14 | $516.4M |
| Pension and profit sharing plans | 40 | $5.6M |
| Individuals (other than high net worth individuals) | 181 | $55.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 66 | 62 | decreased by4 |
| Apr 1, 2026 | Clients | 502 | 452 | decreased by50 |
| Apr 1, 2026 | AUM | $638,234,293 | $749,503,536 | increased by$111,269,243 |
| Apr 1, 2026 | Accounts | 490 | 467 | decreased by23 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 50 | 66 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 301 | 502 | increased by201 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $106,326,023 | $638,234,293 | increased by$531,908,270 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 301 | 490 | increased by189 |
| Apr 1, 2022 | Employees | 48 | 50 | increased by2 |
| Apr 1, 2022 | Clients | 277 | 301 | increased by24 |
| Apr 1, 2022 | AUM | $122,627,051 | $106,326,023 | decreased by$16,301,028 |
| Apr 1, 2022 | Accounts | 277 | 301 | increased by24 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESTWOOD WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTWOOD WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.