WESTWOOD WEALTH MANAGEMENT

Overview

Westwood Wealth Management operates as a multi-capacity private wealth firm and capital allocator that serves both individual/family and institutional clients. The firm acts as an investment adviser and a registered representative of a broker-dealer, offering portfolio management, financial planning, pension consulting services, and selection of third‑party managers. Its fee structure is varied — percentage-of-AUM, fixed fees, commissions and performance-based fees are all used depending on client engagement and the product. Investment activity skews toward publicly traded equities and exchange-traded vehicles for liquid portfolios, while the firm also builds exposure to private and illiquid strategies through sponsored funds and third‑party alternative managers. Discretionary management dominates the advisory book, and Westwood positions itself to combine managed accounts, mutual funds and customized pooled vehicles to meet different client objectives and account minimums.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices