WESTWOOD WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$300,390,704
Discretionary
$300,390,704
Non-discretionary
$0
Firm details
- CRD number
- 290658
- SEC file number
- 801-121572
- Main office
- LOS ANGELES, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.wwmgmt.co/
- Fee structure
-
Percentage of AUM
As of October 2026.