Westwood Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 9, 2026, reports $300M in regulatory assets under management, 3 employees, and 143 accounts.
Assets Under Management
$300M
Employees
3
Offices
--
Total Clients
130
Primary office
LOS ANGELES, CA
11150 SANTA MONICA BLVD., SUITE 740, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.2% of total clients.
Top client categories% of clientsClients
1
Individuals
66.2%
86
2
HNWI
30.8%
40
3
Pension Plans
2.3%
3
4
Pooled Investment Vehicles
0.8%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of March 9, 2026
Discretionary100.0%
$300M
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.
Total AUM$300M
Total Accounts143
10Y AUM Change+$180M (+148.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee43:1
10Y Employee Change+1 (+50.0%)
* 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.