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WESTWOOD WEALTH MANAGEMENT

LOS ANGELES, CA · CRD 290658 · IAPD ↗ · wwmgmt.co · (424) 255-3120

$300.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2025 — WESTWOOD WEALTH MANAGEMENT notice-filed in LA, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — WESTWOOD WEALTH MANAGEMENT now reports custody of client assets ($14.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2025 — WESTWOOD WEALTH MANAGEMENT reported RAUM up 83% ($185.0M -> $338.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — WESTWOOD WEALTH MANAGEMENT reported RAUM up 59% ($116.3M -> $185.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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