{
  "crd_number": 132162,
  "slug": "westwood-wealth-management-dallas-tx-132162",
  "primary_business_name": "WESTWOOD WEALTH MANAGEMENT",
  "legal_name": "WESTWOOD ADVISORS, L.L.C",
  "dbas": [
    "WESTWOOD WEALTH MANAGEMENT"
  ],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-07-01",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-04-02",
  "carried_forward": false,
  "raum_total": 749503536.0,
  "raum_discretionary": 739644300.0,
  "raum_non_discretionary": 9859236.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 62,
  "advisory_employees": 14,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 5778453.0,
      "count": 6
    },
    "individuals": {
      "raum": 55305477.0,
      "count": 181
    },
    "pension_profit_sharing": {
      "raum": 5628347.0,
      "count": 40
    },
    "high_net_worth_individuals": {
      "raum": 98322252.0,
      "count": 45
    },
    "pooled_investment_vehicles": {
      "raum": 516417159.0,
      "count": 14
    },
    "corporations_other_businesses": {
      "raum": 68051848.0,
      "count": 166
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IA",
    "IL",
    "MD",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "SD",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://askwealthcoach.com",
    "https://facebook.com/WESTWOODHOLDINGSGROUP",
    "https://linkedin.com/company/westwoodholdingsgroup",
    "https://twitter.com/WESTWOOD_GROUP",
    "https://westwoodetfs.com",
    "https://westwoodfunds.com",
    "https://westwoodgroup.com",
    "https://westwoodwealthcoach.com",
    "https://youtube.com/channel/UC1QSC4T_ONtHi-SC3cIrDOQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132162",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/westwood-wealth-management-dallas-tx-132162",
  "display_name": "Westwood Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Westwood Wealth Management (CRD 132162): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Commissions",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Westwood Wealth Management compensated?",
      "a": "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."
    },
    {
      "q": "Where is Westwood Wealth Management located?",
      "a": "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)."
    },
    {
      "q": "Is Westwood Wealth Management registered with the SEC or a state?",
      "a": "Westwood Wealth Management is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 132162."
    },
    {
      "q": "How much does Westwood Wealth Management manage?",
      "a": "Westwood Wealth Management reports $749,503,536 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (99% discretionary)."
    },
    {
      "q": "How have Westwood Wealth Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Westwood Wealth Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Westwood Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Westwood Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Westwood Wealth Management state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Westwood Wealth Management's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 122627051.0,
      "total_employees": 48,
      "filing_date": "2021-08-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 106326023.0,
      "total_employees": 50,
      "filing_date": "2022-08-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 306086796.0,
      "total_employees": 48,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 433271448.0,
      "total_employees": 68,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 638234293.0,
      "total_employees": 66,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 749503536.0,
      "total_employees": 62,
      "filing_date": "2026-04-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$10,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 10000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    },
    {
      "name": "TD Ameritrade, Inc.",
      "name_as_filed": "TD AMERITRADE, INC.",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/westwood-wealth-management-dallas-tx-132162.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 181,
      "fewer_than_5": false,
      "raum": 55305477.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 45,
      "fewer_than_5": false,
      "raum": 98322252.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 516417159.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 5628347.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 5778453.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 166,
      "fewer_than_5": false,
      "raum": 68051848.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132162",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}