Westwood Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 2, 2026, reports $750M in regulatory assets under management, 62 employees, 1 office, and 467 accounts.
Assets Under Management
$750M
Employees
62
Offices
1 office
Total Clients
452
Primary office
DALLAS, TX
200 CRESCENT COURT, SUITE 1200, DALLAS, TX, United States
Top client segmentIndividuals represent 40.0% of total clients.
Top client categories% of clientsClients
1
Individuals
40.0%
181
2
Corporations
36.7%
166
3
HNWI
10.0%
45
4
Pension Plans
8.8%
40
5
Pooled Investment Vehicles
3.1%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$750Mas of April 2, 2026
Discretionary98.7%
$740M
99% of total RAUM98.7%
Non-discretionary1.3%
$10M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$750M
Total Accounts467
10Y AUM Change+$512M (+215.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees62
Clients per Employee7:1
10Y Employee Change+52 (+520.0%)
* 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.