WESTWOOD WEALTH MANAGEMENT
Latest filing: Mar 31, 2025 (79 days ago)
AUM
$638,234,293
47% change vs. 1 year ago
500% change vs. 3 years ago
661% change vs. 5 years ago
153% change vs. 10 years ago
Employee Count
66
-3% change vs. 1 year ago
32% change vs. 3 years ago
38% change vs. 5 years ago
633% change vs. 10 years ago
Main Office
DALLAS, TX
200 CRESCENT COURT, DALLAS, TX, UNITED STATES, 75201
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.0 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.3 |
| Institutional | $0.1 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 207 | $0.1 |
| Average Individual AUM | $316,245 | |
| HNW | 61 | $0.2 |
| Average HNW AUM | $2,951,096 | |
| Retail Total | 268 | $0.2 |
| Average Retail AUM | $915,969 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | DALLAS-TX-USA | $0.2 |
| US BANK NATIONAL ASSOCIATION | CINCINNATI-OH-USA | $0.2 |
| TD AMERITRADE, INC. | OMAHA-NE-USA | $0.0 |
| FIDELITY DISTRIBUTORS COMPANY LLC | BOSTON-MA-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 65% | $0.2 |
| Equity Non-Exch | 3% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 14% | $0.0 |
| Other Pools | 4% | $0.0 |
| Cash | 7% | $0.0 |
| Other | 1% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WESTWOOD MANAGEMENT CORP | $12.8 | 110269 | |
| BROADMARK ASSET MANAGEMENT LLC | $0.2 | 109422 | |
| SALIENT ADVISORS, L.P. | $0.1 | 122833 | |
| SALIENT ZARVONA II-C GP, LLC | $0.0 | - | |
| SALIENT ZARVONA II-A GP, LLC | $0.0 | - | |
| SALIENT CAPITAL L.P. | $0.0 | broker-dealer | 147912 |
| WESTWOOD TRUST | $0.0 | trust company | - |
| WHG PF HOLDCO, LLC | $0.0 | - | |
| SALIENT ZARVONA II-B GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| EHINGER, JOHN, A | HEAD OF LEGAL, CCO |
| GOMEZ, FABIAN | PRESIDENT |
| FORBES, MURRAY | SVP, CHIEF FINANCIAL OFFICER, TREASURER |
| MEYER, JILL, D | MANAGING MEMBER |
| BENNETT, LEAH, REBECCA | PRESIDENT, WESTWOOD WEALTH MANAGEMENT |
| ROGERS, TIMOTHY | CHIEF WEALTH ADMINISTRATIVE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| GREG CASAMAYOR | DALLAS | TX | S66|2002-08-02 | ||||||
| MICHAEL YAN | DALLAS | TX | S65|2023-10-18 | ||||||
| SUSAN WEDELICH | DALLAS | TX | S63|2003-03-28|S65|2024-01-29 | ||||||
| JORDAN COWART | DALLAS | TX | S63|2016-02-23|S65|2018-03-16 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| JASON CARAS | DALLAS | TX | S63|2006-06-02|S65|2024-02-26 | ||||||
| RHONDA BULLOCK | DALLAS | TX | S66|2014-03-21 | ||||||
| KARIM LAKHANI | DALLAS | TX | S63|2015-09-08|S65|2008-11-07 | CHARTERED FINANCIAL ANALYST | |||||
| LEAH BENNETT | DALLAS | TX | S63|1992-03-03|S65|1996-02-05 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.6 | $0.0 | 0% | 66 | 0 | 0% |
| 2025-04-21 | $0.6 | $0.0 | 0% | 66 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.2 | 47% | 68 | -2 | -3% |
| 2023-04-04 | $0.3 | $0.3 | 109% | 48 | 18 | 38% |
| 2022-04-01 | $0.1 | $0.5 | 500% | 50 | 16 | 32% |
| 2021-04-05 | $0.1 | $0.5 | 420% | 48 | 18 | 38% |
| 2020-04-01 | $0.1 | $0.6 | 661% | 48 | 18 | 38% |
| 2019-04-01 | $0.1 | $0.6 | 939% | 47 | 19 | 40% |
| 2018-04-02 | $0.3 | $0.4 | 134% | 15 | 51 | 340% |
| 2017-04-01 | $0.2 | $0.4 | 168% | 10 | 56 | 560% |
| 2016-04-01 | $0.2 | $0.4 | 172% | 9 | 57 | 633% |
| 2015-04-01 | $0.3 | $0.4 | 153% | 9 | 57 | 633% |
| 2014-04-01 | $0.3 | $0.4 | 130% | 10 | 56 | 560% |
| 2013-04-01 | $0.3 | $0.4 | 151% | 10 | 56 | 560% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AL-09/15/2017, AR-09/15/2017, AZ-03/31/2019, CA-09/14/2018, CO-09/15/2017, CT-09/15/2017, FL-09/15/2017, GA-09/15/2017, IA-08/24/2004, IL-06/07/2005, MD-09/15/2017, NC-09/15/2017, NE-07/01/2004, NH-09/15/2017, NJ-10/05/2017, NM-09/15/2017, NV-10/31/2006, NY-09/15/2017, OH-09/14/2018, OK-09/15/2017, SD-09/14/2018, TX-07/01/2004, VA-09/15/2017, WA-03/31/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
REP BROKER DEALER |
ADVDB.CO • SOURCE: SEC FORM ADV