WESTWOOD WEALTH MANAGEMENT

Tel: 2147566900 200 Crescent Court Suite 1200 Dallas, Texas 75201

About WESTWOOD WEALTH MANAGEMENT

WESTWOOD WEALTH MANAGEMENT is a Dallas, Texas based financial advisory firm with nearly $433,271,448 in assets under management and provides investment advisory services for 383 clients. There are currently 68 financial advisors at the firm.

General Information

Firm CRD#:

132162

Firm SEC#:

801-63410

Assets Under Management:

$433,271,448

No. of Clients:

383

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (ROBO ADVISORY PLATFORM)

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