WESTWOOD WEALTH MANAGEMENT

WESTWOOD WEALTH MANAGEMENT of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 290658). Regulatory assets under management: $300.4M.

Registration

• CRD: 290658
• SEC file number: 801-121572
• Type: Registered investment adviser
• Location: 11150 SANTA MONICA BLVD., SUITE 740, LOS ANGELES, CA, 90025
• Phone: (424) 255-3120
• Latest filing: 2026-05-14
• Regulatory AUM: $300.4M
• Discretionary AUM: $300.4M
• Clients: 3
• Accounts: 143

Business model

Compensation: % of AUM.

Clients served: High net worth, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290658 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search