SEC Form ADV

WESTWOOD WEALTH MANAGEMENT

Registered Investment AdviserCA
$300.4M
Assets Under Management
3
Employees
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Registration Details

Accession
crd-290658
Location
LOS ANGELES, CA
Filing Date
May 14, 2026
AUM
$300.4M
Institutional Clients
4
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension Plans

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1.

  • WESTWOOD ALPHA OPPORTUNITY FUND LPHedge Fund

About this Adviser

WESTWOOD WEALTH MANAGEMENT is a registered investment adviser headquartered in LOS ANGELES, CA, managing approximately $300.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.