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WESTWOOD MANAGEMENT CORP

DALLAS, TX · CRD 110269 · IAPD ↗ · westwoodgroup.com · 214-756-6900

$12.46BRegulatory AUM
68Advisory reps
95Employees
40Clients
n/aPlanning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WESTWOOD MANAGEMENT CORP shrank from 76 to 68 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — WESTWOOD MANAGEMENT CORP notice-filed in DE, IN, KS, LA, OK, UT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — WESTWOOD MANAGEMENT CORP notice-filed in OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — WESTWOOD MANAGEMENT CORP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
April 2025 — WESTWOOD MANAGEMENT CORP grew from 68 to 76 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — WESTWOOD MANAGEMENT CORP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.