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).
Current Firm Details
By the Numbers
-
Total Assets Under Management306MILLION
-
Total Number of Accounts323ACCOUNTS
-
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
Registered Investment Advisor
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.