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WESTWOOD WEALTH MANAGEMENT

DALLAS, TX · CRD 132162 · IAPD ↗ · 2147566900

$749.5MRegulatory AUM
14Advisory reps
62Employees
35Clients
26-50Planning clients
14Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — WESTWOOD WEALTH MANAGEMENT shrank from 23 to 14 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2026 — WESTWOOD WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2025 — WESTWOOD WEALTH MANAGEMENT notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — WESTWOOD WEALTH MANAGEMENT crossed $500M in regulatory AUM ($433.3M -> $638.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2024 — WESTWOOD WEALTH MANAGEMENT reported RAUM up 42% ($306.1M -> $433.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2024 — WESTWOOD WEALTH MANAGEMENT grew from 17 to 25 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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