Westwood Wealth Management
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 290658
- Registered since
- July 1, 2021
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.13%
- Individuals7.75%
- Pension & Profit Sharing Plans6.12%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Westwood Wealth Management is a corporate investment adviser registered with the SEC in 2021 and owned privately. The firm is classified as a hedge-fund-type advisory business that manages portfolios for both individual/family clients and institutional investors. Its advisory services include discretionary portfolio management for individuals and small businesses as well as management of pooled investment vehicles. Fees are charged as a percentage of assets under management. Westwood does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm also serves in sponsor/GP/managing-member capacities for pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2
Michael Puryear
President, CCOCRD 4474875
Jeffrey Cosgrove
AnalystCRD 7408097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$97.3M in ETFs
99%
$96.7M
1%
$584K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY SEMICONDUCTOR BULL 3X ETF (SOXL) | Direxion | Passive | Trading Leveraged Equity | $46.7M | 175,015 | 47.99% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11150 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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