Westwood Asset Management, LLC

Overview

Westwood Asset Management, LLC is a small, fee-only advisory firm focused on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM model and manages client relationships on a discretionary basis, which indicates it makes ongoing portfolio decisions without needing trade-by-trade client approval. Investment activity centers on pooled public funds—primarily mutual funds—used as the core building blocks of client portfolios, with select allocations to third-party real estate strategies and annuities to meet income or diversification objectives. The firm is not an active ESG investor, does not report multi-state advisory operations, and does not position itself as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices