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WESTWOOD WEALTH MANAGEMENT
DALLAS, TX
2147566900
SEC #801-63410Total AUM
$749.5M
Employees
62Clients
452Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
200 CRESCENT COURT
SUITE 1200
DALLAS
TX 75201
United States
SUITE 1200
DALLAS
TX 75201
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
2147566900
Other Offices
1
Financials
Total AUM
$749.5M
Accounts
467Discretionary
$739.6M
Accounts
445Non-Discretionary
$9.9M
Accounts
22
Clients
Individual Clients
181AUM
$55.3M
HNW Individual Clients
45AUM
$98.3M
Pooled Vehicle Clients
14AUM
$516.4M
Pension/Profit Sharing Plan Clients
40AUM
$5.6M
Charitable Organization Clients
6AUM
$5.8M
Corporation or Business Clients
166AUM
$68.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTFLGAIAILMDNCNENHNJNMNVNYOHOKSDTXVAWA
Affiliates
Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.