Westwood Advisors, L.l.c

Westwood Advisors, L.l.c (CRD# 132162) is a financial advisory firm headquartered in Omaha, NE. They manage $234,709,712 in 10 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $23,470,971
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

IA, IL, NE, NV, TX

Financial Advisors at Westwood Advisors, L.l.c
Showing 1 - 4 of 4 top financial advisors.
1
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 Advisors, L.l.c in Omaha, NE and has over 12 years of experience in the finance industry.

2
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 Advisors, L.l.c in Omaha, NE and has over 15 years of experience in the finance industry.

3
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 Advisors, L.l.c in Omaha, NE and has over 26 years of experience in the finance industry.

4
Nicholas A. Wilwerding
CRD#: 5178185
1125 South 103rd Street, Suite 580, Omaha, NE 68124
93
Wealthminder
score

Nicholas Wilwerding (CRD# 5178185) is an Investment Advisor Representative working at Westwood Advisors, L.l.c in Omaha, NE and has over 10 years of experience in the finance industry.

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