SEC-Registered Investment Adviser
Westwood Wealth Management
Legal name: Westwood Advisors, L.L.C
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated April 2, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- July 1, 2004
- Principal office
- 200 Crescent Court, Suite 1200, Dallas, TX 75201
- Organized as
- Limited Liability Company, NE
- Fiscal year end
- December
- Other offices
- 1
Scale
- Regulatory AUM
- $749.5M
- Discretionary / non-discretionary
- $739.6M / $9.9M
- Accounts
- 467
- Clients
- 35
- Employees
- 62, 14 in advisory roles
- Private funds advised
- 14
- Private fund gross assets
- $516.4M
- Fund types
- 2 hedge funds, 11 private equity funds, 1 real estate funds
- Funds with Form D records
- 8 issuers in AltStreet's ledger, $1.6B reported sold across them
- Client assets in custody
- $315.4M (12 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees, commissions and performance-based fees
- Client types
- individuals (other than high net worth) (181); high net worth individuals (45); pooled investment vehicles (14); pension and profit sharing plans (40); charitable organizations (6); corporations or other businesses (166)
- Also engaged as
- registered representative of a broker-dealer
- Related persons include
- a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor, a futures commission merchant, a trust company and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 broker-dealer, 4 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (April 2, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.