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WESTWOOD GLOBAL INVESTMENTS

PARK CITY, UT · CRD 125012 · IAPD ↗ · westwoodglobal.com · 617-428-4040

$9.47BRegulatory AUM
14Advisory reps
30Employees
0Clients
n/aPlanning clients
3Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WESTWOOD GLOBAL INVESTMENTS shrank from 21 to 14 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
February 2026 — WESTWOOD GLOBAL INVESTMENTS moved its main office from BOSTON, MA to PARK CITY, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
66
April 2024 — WESTWOOD GLOBAL INVESTMENTS reported RAUM up 30% ($9.39B -> $12.23B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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