AdvisorCensus / Financial advisors / Texas / Dallas / Westwood Wealth Management
Westwood Wealth Management
Filed as WESTWOOD WEALTH MANAGEMENT · Legal name Westwood Advisors, L.L.C
Westwood Wealth Management is an SEC-registered investment advisory firm in Dallas, TX, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 2, 2026.
Quick answers
From the filingHow is Westwood Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Westwood Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; performance-based fees.
Where is Westwood Wealth Management located?
Westwood Wealth Management's principal office is in Dallas, TX, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Westwood Wealth Management registered with the SEC or a state?
Westwood Wealth Management is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 132162.
How much does Westwood Wealth Management manage?
Westwood Wealth Management reports $749,503,536 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (99% discretionary).
How have Westwood Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Westwood Wealth Management: Regulatory assets under management: $122,627,051 in the October 2021 data and $749,503,536 in the October 2026 data, up 511%. Total employees: 48 in October 2021 and 62 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Westwood Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181); corporations or other businesses not listed above (166); high net worth individuals (45).
Which custodians does Westwood Wealth Management use?
Westwood Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Distributors Company LLC, TD Ameritrade, Inc. and US Bank as custodians holding 10% or more of its separately managed account assets.
Does Westwood Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132162
Does Westwood Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated April 2, 2026 says: "For new discretionary wealth management relationships, Westwood Advisors generally expects a minimum relationship size of $10,000,000, although the firm may accept smaller or larger relationships in its discretion, including for legacy relationships, related accounts or special circumstances."
What changed in Westwood Wealth Management's recent Form ADV filings?
In the April 2026 filing data: No longer lists the business name Westwood Wealthcoach. Employees performing advisory functions went from 23 to 14. Regulatory assets under management went from $638,234,293 to $749,503,536 (+17%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
For new discretionary wealth management relationships, Westwood Advisors generally expects a minimum relationship size of $10,000,000, although the firm may accept smaller or larger relationships in its discretion, including for legacy relationships, related accounts or special circumstances.
As stated in the firm's Form ADV Part 2A brochure dated April 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$749,503,536 as of October 2026, filing dated April 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Westwood Advisors, L.L.C
- Also doing business as
- WESTWOOD WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2004 (22 years)
- Employees
- Total: 62. Performing investment advisory functions: 14.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
24 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $749,503,536 | 62 | April 2, 2026 |
| October 2025 | $638,234,293 | 66 | March 31, 2025 |
| October 2024 | $433,271,448 | 68 | March 29, 2024 |
| October 2023 | $306,086,796 | 48 | September 27, 2023 |
| October 2022 | $106,326,023 | 50 | August 19, 2022 |
| October 2021 | $122,627,051 | 48 | August 18, 2021 |
Regulatory assets under management: $122,627,051 in the October 2021 data and $749,503,536 in the October 2026 data, up 511%.
Total employees: 48 in October 2021 and 62 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- No longer lists the business name Westwood Wealthcoach.
- Employees performing advisory functions went from 23 to 14.
- Regulatory assets under management went from $638,234,293 to $749,503,536 (+17%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Westwood Wealth Management (CRD 132162): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/westwood-wealth-management-dallas-tx-132162