{
  "crd_number": 290658,
  "slug": "westwood-wealth-management-los-angeles-ca-290658",
  "primary_business_name": "WESTWOOD WEALTH MANAGEMENT",
  "legal_name": "WESTWOOD WEALTH MANAGEMENT",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-01",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-14",
  "carried_forward": false,
  "raum_total": 300390704.0,
  "raum_discretionary": 300390704.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 23280821.0,
      "count": 86
    },
    "pension_profit_sharing": {
      "raum": 18391521.0,
      "count": 3,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 258718362.0,
      "count": 40
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "NV",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/westwoodwealthmgmt",
    "https://wwmgmt.co"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290658",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/westwood-wealth-management-los-angeles-ca-290658",
  "display_name": "Westwood Wealth Management",
  "summary": "Westwood Wealth Management is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.",
  "citation": "AdvisorCensus. Westwood Wealth Management (CRD 290658): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "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."
    },
    {
      "q": "Where is Westwood Wealth Management located?",
      "a": "Westwood Wealth Management's principal office is in Los Angeles, CA, according to its Form ADV."
    },
    {
      "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 2021. Status as filed: Approved. CRD 290658."
    },
    {
      "q": "How much does Westwood Wealth Management manage?",
      "a": "Westwood Wealth Management reports $300,390,704 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% 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: $120,665,460 in the October 2021 data and $300,390,704 in the October 2026 data, up 149%. Total employees: 2 in October 2021 and 3 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) (86); high net worth individuals (40); pension and profit sharing plans (but not the plan participants or government pension plans) (3)."
    },
    {
      "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 LPL Financial LLC as a custodian 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/290658"
    },
    {
      "q": "What changed in Westwood Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $338,806,901 to $300,390,704 (-11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 120665460.0,
      "total_employees": 2,
      "filing_date": "2021-08-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 182837537.0,
      "total_employees": 3,
      "filing_date": "2022-08-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 116271990.0,
      "total_employees": 3,
      "filing_date": "2023-07-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 185026361.0,
      "total_employees": 3,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 338806901.0,
      "total_employees": 3,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 300390704.0,
      "total_employees": 3,
      "filing_date": "2026-05-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $338,806,901 to $300,390,704 (-11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "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-los-angeles-ca-290658.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 86,
      "fewer_than_5": false,
      "raum": 23280821.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 258718362.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 18391521.0
    }
  ],
  "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/290658",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}