Westwood Wealth Management

Westwood Wealth Management (CRD# 132162) is a financial advisory firm headquartered in Dallas, TX. They manage $306,086,796 in 323 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $947,637
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Westwood Wealth Management
No Advisor Found.
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