Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
502 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$638.2M

Fee Structure

Financial Planning:Investment management only

Fees and compensation for each Private Fund are detailed in their respective Offering Documents. Westwood Advisors reserves the right to charge different fees to some investors. If Westwood Advisors retains Westwood Management to manage a fund on a sub-advisory basis, Westwood Advisors may pay Westwood Management Corp. for sub-advisory services out of its fees. Funds will not incur any additional fees for this arrangement.

Areas of Practice
Investment ManagementAlternative Investments
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Advisor Information

Office location

10000 Memorial Drive, Suite 650, Houston, TX, 77024

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Westwood Wealth Management
January 2024 - Present · 2 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Susan W Wedelich - Financial Advisor | AdvisorDiscover