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WESTWOOD WEALTH MANAGEMENT
CRD 290658File 801-121572
APPROVED
Retail clients
Custody
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$300.4M
Below cohort median (national)
Discretionary AUM
$300.4M
Clients
130
143 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 1, 2021
- Principal office
- 11150 SANTA MONICA BLVD., SUITE 740, LOS ANGELES, CA, 90025
- Phone
- (424) 255-3120
- Website
- https://www.wwmgmt.co/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.4M
- Discretionary AUM
- $300.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 143
- Non-discretionary accounts
- 0
- Total accounts
- 143
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $258.7M |
| Pooled investment vehicles | 1 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | $18.4M |
| Individuals (other than high net worth individuals) | 86 | $23.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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.