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Building 2WESTWOOD WEALTH MANAGEMENT

Map pinLOS ANGELES, CA
Phone(424) 255-3120
NotebookSEC #801-121572
Total AUM
$300.4M
Employees
3
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11150 SANTA MONICA BLVD.
SUITE 740
LOS ANGELES
CA 90025
United States
Operating Hours
6:00 AM - 3:00 PM
Monday - Friday
Phone
(424) 255-3120

ReceiptFinancials

Total AUM
$300.4M
Accounts
143
Discretionary
$300.4M
Accounts
143
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$23.3M
HNW Individual Clients
40
AUM
$258.7M
Pooled Vehicle Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
3
AUM
$18.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANVTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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