NO
CFP

Nnamdi Chibuzo Odi

16 Years of Experience

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

200 Crescent Court, Suite 1200, Dallas, TX, 75201

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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
Salient Capital L.P.Broker
August 2024 - Present · 1 yr 5 mos
Westwood Wealth Management
August 2024 - Present · 1 yr 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2024 · 6 yrs
Strategic Advisers LLC
October 2012 - July 2018 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
September 2012 - July 2024 · 11 yrs 10 mos
Sanford C. Bernstein & Co., LLC Broker
October 2010 - September 2012 · 1 yr 11 mos
Scottrade, INC.Broker
March 2009 - October 2010 · 1 yr 7 mos
1st Global Capital CORP.Broker
September 2008 - September 2008 · 0 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.