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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.