WESTWOOD ADVISORS, L.L.C
Doing business as WESTWOOD WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$749,503,536
Discretionary
$739,644,300
Non-discretionary
$9,859,236
Firm details
- CRD number
- 132162
- SEC file number
- 801-63410
- Main office
- DALLAS, TX, United States
- Employees
- 62
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Commissions Performance-based
As of October 2026.