WESTWOOD WEALTH MANAGEMENT

200 Crescent Court
Suite 1200
Dallas, Texas 75201
Tel: 2147566900

About WESTWOOD WEALTH MANAGEMENT

WESTWOOD WEALTH MANAGEMENT, formally registered with the SEC as WESTWOOD WEALTH MANAGEMENT. The firm was established in 07/01/2004. They have over 2 offices throughout the country.

WESTWOOD WEALTH MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $433,271,448 assets under management, offering retirement planning & investment advisory services to 383 clients. The firm is staffed with 68 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132162
SEC#	801-63410
Assets Managed by Firm	$433,271,448
No. of Clients	383
No. of Advisors	68

Fee Structure

A percentage of AUM
Fixed fees
Commission Based
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ROBO ADVISORY PLATFORM)

Firm Client Information

	No. of Clients	AUM
Firm Total	383	$433,271,448
Individuals (other than high net worth individuals)	151	$38,383,915
High net worth individuals	55	$159,201,991
Pension and profit sharing plans	30	$1,847,922
Charitable organizations	4	$809,124
Corporations or other businesses	133	$12,035,488

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