Westwood Wealth Management
Westwood Wealth Management (CRD# 132162) is a financial advisory firm headquartered in Dallas, TX. They manage $433,271,448 in 383 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management433MILLION
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Total Number of Accounts383ACCOUNTS
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Average Account Value$1,131,257
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, MD, NC, NE, NH, NJ, NM, NV, NY, OH, OK, SD, TX, VA
Leah Bennett (CRD# 2213299) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has over 32 years of experience in the finance industry.
Rhonda Bullock (CRD# 6166949) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has over 10 years of experience in the finance industry.
Greg Casamayor (CRD# 4561712) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has over 21 years of experience in the finance industry.
Maria Asher (CRD# 7138634) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has 1 year of experience in the finance industry.
Jason Caras (CRD# 5131301) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has over 17 years of experience in the finance industry.
Monica Llanas (CRD# 7839619) is an Investment Advisor Representative working at Westwood Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.
Susan Wedelich (CRD# 4578692) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has over 21 years of experience in the finance industry.
Michael Yan (CRD# 5931671) is an Investment Advisor Representative working at Westwood Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.