Westwood Wealth Management
Assets Under Management
$638.2M
Number of Clients
502
Number of Advisors
9
Average Client AUM
$1.3M
AUM per Advisor
$70.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Westwood Advisors, L.L.C. provides investment advisory services, primarily managing private funds. They may delegate investment management responsibilities to their affiliate, Westwood Management. The firm manages approximately 455 accounts with a total value of $625,327,716.00 as of December 31, 2024. They are affiliated with Westwood Trust and Salient Advisors.
Fee Structure
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
Location
200 Crescent Court, Suite 1200, Dallas, TX, 75201