Westwood Wealth Management

Westwood Wealth Management (CRD# 132162) is a financial advisory firm headquartered in Dallas, TX. They manage $237,932,214 in 49 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $4,855,759
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CO, CT, FL, GA, IA, IL, MD, NC, NE, NH, NJ, NM, NV, NY, OK, TX, VA

Financial Advisors at Westwood Wealth Management
Showing 1 - 10 of 11 top financial advisors.
1
Gregory E. Ballew
CRD#: 2624067
200 Crescent Court, Suite 1200, Dallas, TX 75201
96
Wealthminder
score

Gregory Ballew (CRD# 2624067) is an Investment Advisor Representative working at Westwood Wealth Management in Dallas, TX and has over 22 years of experience in the finance industry.

2
Leah R. Bennett
CRD#: 2213299
200 Crescent Court, Suite 1200, Dallas, TX 75201
96
Wealthminder
score

Leah Bennett (CRD# 2213299) is an Investment Advisor Representative working at Westwood Wealth Management in Dallas, TX and has over 26 years of experience in the finance industry.

3
Christopher J. Macdonald
CRD#: 1968164
200 Crescent Court, Suite 1200, Dallas, TX 75201
96
Wealthminder
score

Christopher Macdonald (CRD# 1968164) is an Investment Advisor Representative working at Westwood Wealth Management in Dallas, TX and has over 27 years of experience in the finance industry.

4
Donald W. Roberts
CRD#: 2689734
10000 Memorial Drive, Suite 650, Houston, TX 77024
96
Wealthminder
score

Donald Roberts (CRD# 2689734) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has over 21 years of experience in the finance industry. Donald Roberts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Thomas B. Williams
CRD#: 1262411
10000 Memorial Drive, Suite 650, Houston, TX 77024
96
Wealthminder
score

Thomas Williams (CRD# 1262411) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has over 22 years of experience in the finance industry. Thomas Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Susan M. Burkhard
CRD#: 4382824
1125 South 103rd Street, Suite 580, Omaha, NE 68124
93
Wealthminder
score

Susan Burkhard (CRD# 4382824) is an Investment Advisor Representative working at Westwood Wealth Management in Omaha, NE and has over 13 years of experience in the finance industry.

7
Art N. Burtscher
CRD#: 4334943
1125 South 103rd Street, Suite 580, Omaha, NE 68124
93
Wealthminder
score

Art Burtscher (CRD# 4334943) is an Investment Advisor Representative working at Westwood Wealth Management in Omaha, NE and has over 17 years of experience in the finance industry.

8
Nicholas W. English
CRD#: 3118712
200 Crescent Court, Suite 1200, Dallas, TX 75201
93
Wealthminder
score

Nicholas English (CRD# 3118712) is an Investment Advisor Representative working at Westwood Wealth Management in Dallas, TX and has over 14 years of experience in the finance industry.

9
Michael R. McCarthy
CRD#: 1576968
1125 South 103rd Street, Suite 450, Omaha, NE 68124
93
Wealthminder
score

Michael McCarthy (CRD# 1576968) is an Investment Advisor Representative working at Westwood Wealth Management in Omaha, NE and has over 27 years of experience in the finance industry.

10
Allen C. Lewis
CRD#: 6907725
10000 Memorial Drive, Ste. 650, Houston, TX 77024
90
Wealthminder
score

Allen Lewis (CRD# 6907725) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has 1 year of experience in the finance industry.

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