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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