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WESTWOOD WEALTH MANAGEMENT
11100 Santa Monica Blvd.
Suite 780
Los Angeles, California 90025
Tel: (424) 255-3120
About WESTWOOD WEALTH MANAGEMENT
WESTWOOD WEALTH MANAGEMENT, formally registered with the SEC as WESTWOOD WEALTH MANAGEMENT. The firm was established in 07/01/2021. They have over 1 offices throughout the country.
WESTWOOD WEALTH MANAGEMENT is a Los Angeles, California based Financial Planning firm with nearly $185,026,361 assets under management, offering retirement planning & investment advisory services to 192 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290658 |
| SEC# | 801-121572 |
| Assets Managed by Firm | $185,026,361 |
| No. of Clients | 192 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 192 | $185,026,361 |
| Individuals (other than high net worth individuals) | 34 | $72,500,000 |
| High net worth individuals | 39 | $112,526,361 |
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