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WESTWOOD WEALTH MANAGEMENT
CRD 290658File 801-121572
APPROVED
Retail clients
Custody
Filing as of May 14, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 79 | 130 | increased by51 |
| Apr 1, 2026 | AUM | $338,806,901 | $300,390,704 | decreased by$38,416,197 |
| Apr 1, 2026 | Accounts | 237 | 143 | decreased by94 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 66 | 79 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $182,837,537 | $338,806,901 | increased by$155,969,364 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 66 | 237 | increased by171 |
| Apr 1, 2022 | Clients | 62 | 66 | increased by4 |
| Apr 1, 2022 | AUM | $120,665,460 | $182,837,537 | increased by$62,172,077 |
| Apr 1, 2022 | Accounts | 159 | 66 | decreased by93 |
| Dec 1, 2021 | Employees | 2 | 3 | increased by1 |
| Aug 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.