Data / Investment advisers / Texas / Westwood Wealth Management
Westwood Wealth Management, Dallas, TX: $750 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Westwood Wealth Management is an SEC registered investment adviser with its main office in Dallas, Texas and reports $750 million in regulatory assets under management in its Form ADV filed April 2, 2026. Its clients include pooled investment vehicles, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and commissions. It advises 14 private funds.
The request: Watch Westwood Wealth Management (CRD number 132162): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 132162
- SEC file number
- 801-63410
- SEC status
- Approved, effective July 1, 2004
- Legal name
- Westwood Advisors, L.L.C
- Main office
- 200 Crescent Court Suite 1200, Dallas, TX 75201
- Phone
- (214) 756-6900
- Regulatory AUM
- $749,503,536 in the Form ADV filed April 2, 2026
- Discretionary AUM
- $739,644,300
- Non discretionary AUM
- $9,859,236
- Accounts
- 467
- Employees
- 62, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions, performance based fees
- Private funds
- 14: 11 private equity funds, 2 hedge funds, 1 real estate fund
- Gross assets of private funds
- $516,417,168
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 14 | $516.4 million |
| High net worth individuals | 45 | $98.3 million |
| Corporations or other businesses | 166 | $68.1 million |
| Individuals (other than high net worth individuals) | 181 | $55.3 million |
| Charitable organizations | 6 | $5.8 million |
| Pension and profit sharing plans | 40 | $5.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $749.5 million | March 31, 2026 |
| December 1, 2025 | $638.2 million | March 31, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Adams Asset Advisors LLC | Dallas | $839.4 million | Not listed | adviserinfo.sec.gov |
| Madden Asset Management | Dallas | $826 million | Not listed | adviserinfo.sec.gov |
| Nexannuity Asset Management, L.P. | Dallas | $823.4 million | Not listed | adviserinfo.sec.gov |
| Nokomis Capital, L.L.C. | Dallas | $804.2 million | 1 | adviserinfo.sec.gov |
| Paratus Financial, Inc. | Dallas | $757.4 million | Not listed | adviserinfo.sec.gov |
| Autumn Glory Partners, LLC | Dallas | $747.6 million | Not listed | adviserinfo.sec.gov |
| Crossplane Capital Management, LP | Dallas | $736.2 million | 4 | adviserinfo.sec.gov |
| Carlson Capital, L.P. | Dallas | $710.8 million | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Westwood Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.