WESTWOOD WEALTH MANAGEMENT

Registration Details

CIK

1297254

Accession

crd-132162

Location

DALLAS, TX

Filing Date

April 2, 2026

AUM

$749.5M

Total Clients

35

Institutional Clients

60

Employees

62

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

14 private funds reported on Form ADV Schedule D 7.B.1, $516.4M in combined gross assets.

• SALIENT MLP TOTAL RETURN FUND, L.P.Hedge Fund$164.4M
• WESTWOOD ENERGY SECONDARIES FUND II, LPPrivate Equity Fund$118.0M
• WESTWOOD ENERGY SECONDARIES CO-INVESTMENT FUND II, LLCPrivate Equity Fund$106.1M
• WESTWOOD ENERGY SECONDARIES FUND I LLCPrivate Equity Fund$36.7M
• SALIENT MLP TOTAL RETURN FUND TE, L.P.Hedge Fund$36.7M
• WESTWOOD ENERGY SECONDARIES CO-INVESTMENT FUND III, LLCPrivate Equity Fund$20.1M
• WESTWOOD ENERGY SECONDARIES ASPENLEAF FUND, LLCPrivate Equity Fund$16.4M
• WESTWOOD FORMENTERA PARTNERS FUND II, LLCPrivate Equity Fund$5.8M
• WESTWOOD HOSPITALITY FUND LLCReal Estate Fund$5.5M
• WESTWOOD VELOCIS SECONDARY PARTNERS III, LLCPrivate Equity Fund$2.1M
• WESTWOOD TECHNOLOGY OPPORTUNTITIES FUND I, LPPrivate Equity Fund$1.7M
• WESTWOOD LEGALIST DIP FUND III, LLCPrivate Equity Fund$1.5M
• WESTWOOD VELOCIS INDUSTRIAL FUND, LLCPrivate Equity Fund$970K
• WESTWOOD VELOCIS FUND III, LLCPrivate Equity Fund$489K

About this Adviser

WESTWOOD WEALTH MANAGEMENT is a registered investment adviser headquartered in DALLAS, TX, managing approximately $749.5M in assets across 35 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.