Westwood Wealth Management
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Overview
Westwood Wealth Management is located at 11100 Santa Monica Blvd., Los Angeles, CA. The firm employs 2 financial advisors to manage client portfolios and provide financial guidance. Westwood Wealth Management is not a registered broker-dealer.
Westwood Wealth Management oversees $185.0 million in assets under management across 192 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses. The firm caters to retail investors and high net worth investors, with high net worth investors being the largest client type by accounts. The fee structure at Westwood Wealth Management is asset-based. The firm has 39 high net worth clients.
Westwood Wealth Management is registered in the states of California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Westwood Wealth Management by the Numbers
$185.0 million
3
192
$963.7 thousand
Fee Structure
Financial advisory fees largely depend on which services are offered. Fees charged by Westwood Wealth Management typically consist of the following fee structure: asset-based.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 2 clients, Westwood Wealth Management's largest client type by number of accounts is high net worth investors, but it also manages money for 39 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 53.42%
- Other Individuals - 46.58%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Westwood Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Westwood Wealth Management
Los Angeles, CA
Los Angeles, CA
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