# Westwood Asset Management, LLC

> Westwood Asset Management, LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 169526
- Filed as: WESTWOOD ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Missouri
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169526
- AdvisorCensus page: https://advisorcensus.com/firm/westwood-asset-management-llc-169526

## Quick answers

**How is Westwood Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Westwood Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Westwood Asset Management, LLC registered with the SEC or a state?**
Westwood Asset Management, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169526.

**How much does Westwood Asset Management, LLC manage?**
Westwood Asset Management, LLC reports $12,521,927 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Westwood Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (5).

**Does Westwood Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169526

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $12,521,927
- Discretionary: $12,521,927
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,933,778 |
| High net worth individuals | 5 | $9,588,149 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westwood Asset Management, LLC (CRD 169526): Form ADV filing data as of October 2026.