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

11100 Santa Monica Blvd., Suite 780, Los Angeles, CA 90025

By the Numbers

Total Assets Under Management

185

MILLION
Total Number of Accounts

192

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Michael A. Puryear

CRD#: 4474875

11100 Santa Monica Blvd., Suite 780, Los Angeles, CA 90025

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.

Jeffrey Cosgrove

CRD#: 7408097

11100 Santa Monica Blvd., Suite 780, Los Angeles, CA 90025

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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