Westwood Wealth Management
Westwood Wealth Management (CRD# 290658) is a financial advisory firm headquartered in Los Angeles, CA. They manage $185,026,361 in 192 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Westwood Wealth Management
By the Numbers
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Total Assets Under Management185MILLION
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Total Number of Accounts192ACCOUNTS
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Average Account Value$963,679
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Westwood Wealth Management
1
Michael Puryear (CRD# 4474875) is an Investment Advisor Representative working at Westwood Wealth Management in Los Angeles, CA and has over 22 years of experience in the finance industry.
2
Jeffrey Cosgrove (CRD# 7408097) is an Investment Advisor Representative working at Westwood Wealth Management in Los Angeles, CA and has over 2 years of experience in the finance industry.
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