Westwood Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $12.5B in regulatory assets under management, 95 employees, 2 offices, and 249 accounts.
Assets Under Management
$12.5B
Employees
95
Offices
2 offices
Total Clients
247
Primary office
DALLAS, TX
200 CRESCENT COURT, SUITE 1200, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.1% of total clients.
Top client categories% of clientsClients
1
Individuals
59.1%
146
2
Investment Cos.
9.7%
24
3
HNWI
7.7%
19
4
Government
7.3%
18
5
Pooled Investment Vehicles
6.5%
16
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.5Bas of March 31, 2026
Discretionary100.0%
$12.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$12.5B
Total Accounts249
10Y AUM Change$-4.3B (-25.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees95
Clients per Employee3:1
10Y Employee Change-13 (-12.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.