LP Profile

Westwood Wealth Management

Also known as westwood wealth

Wealth ManagerDallas, United StatesFounded 2022
Dallas
Headquarters
Investment Focus

About Westwood Wealth Management

Westwood Wealth Management is a wealth manager based in Dallas, US. Founded in 2022.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Westwood Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$300.4M
Total Clients
143
Filing Date
May 14, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Westwood Wealth Management?

Westwood Wealth Management is a wealth manager based in Dallas, United States.

Where is Westwood Wealth Management headquartered?

Westwood Wealth Management is headquartered in Dallas, United States.

When was Westwood Wealth Management founded?

Westwood Wealth Management was founded in 2022.

How can I contact Westwood Wealth Management?

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