WESTWOOD ADVISORS, L.L.C
Legal name: WESTWOOD WEALTH MANAGEMENT
CRD #132162 SEC #801-63410 DALLAS, TX 2147566900
SEC Registered Private Funds
Total AUM
$638.2M
Discretionary
$625.3M
Employees
66
Clients
25
Accounts
490
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $638.2M | $625.3M | $12.9M | 66 | 35 |
| Mar 2024 | $433.3M | $433.3M | $0 | 68 | 1 |
| Oct 2023 | $306.1M | $306.1M | $0 | 48 | 0 |
| Sep 2023 | $306.1M | $306.1M | $0 | 48 | 0 |
| Jun 2023 | $306.1M | $306.1M | $0 | 48 | 0 |
| Mar 2023 | $306.1M | $306.1M | $0 | 48 | 0 |
| Mar 2023 | $106.3M | $106.3M | $0 | 50 | 0 |
| Dec 2022 | $106.3M | $106.3M | $0 | 50 | 0 |
| Aug 2022 | $106.3M | $106.3M | $0 | 50 | 0 |
| Mar 2022 | $106.3M | $106.3M | $0 | 50 | 0 |
| Feb 2022 | $122.6M | $122.6M | $0 | 48 | 0 |
| Aug 2021 | $122.6M | $122.6M | $0 | 48 | 0 |
| Apr 2021 | $122.6M | $122.6M | $0 | 48 | 0 |
| Jun 2020 | $83.9M | $83.9M | $0 | 48 | 0 |
| Mar 2020 | $83.9M | $83.9M | $0 | 48 | 0 |
| Dec 2019 | $61.4M | $61.4M | $0 | 47 | 0 |
| Jul 2019 | $61.4M | $61.4M | $0 | 47 | 0 |
| Apr 2019 | $61.4M | $61.4M | $0 | 47 | 0 |
| Mar 2019 | $61.4M | $61.4M | $0 | 47 | 0 |
| Sep 2018 | $272.6M | $272.6M | $0 | 15 | 0 |
| Jun 2018 | $272.6M | $272.6M | $0 | 15 | 0 |
| Mar 2018 | $272.6M | $272.6M | $0 | 15 | 0 |
| Feb 2018 | $237.9M | $237.9M | $0 | 10 | 0 |
| Jan 2018 | $237.9M | $237.9M | $0 | 10 | 0 |
| Sep 2017 | $237.9M | $237.9M | $0 | 10 | 26 |
| Sep 2017 | $237.9M | $237.9M | $0 | 10 | 26 |
| Mar 2017 | $237.9M | $237.9M | $0 | 10 | 1 |
| Nov 2016 | $234.7M | $234.7M | $0 | 9 | 1 |
| Mar 2016 | $234.7M | $234.7M | $0 | 9 | 1 |
| Mar 2015 | $252.4M | $252.4M | $0 | 9 | 1 |
| Mar 2014 | $278.1M | $278.1M | $0 | 10 | 1 |
| Mar 2013 | $254.8M | $254.8M | $0 | 10 | 1 |
| Mar 2012 | $460.1M | $460.1M | $0 | 6 | 11 |
| Aug 2011 | $497.5M | $497.5M | $0 | 10 | -- |
| Mar 2011 | $472.7M | $472.7M | $0 | 10 | -- |
| Dec 2010 | $453.9M | $453.9M | $0 | 10 | -- |
| Mar 2009 | $819.2M | $657.7M | $161.5M | -- | -- |
| Mar 2007 | $1.1B | $800.2M | $280.3M | -- | -- |
| Mar 2006 | $1.1B | $725.8M | $366.3M | -- | -- |
| Jan 2006 | $1.2B | $838.3M | $341.4M | -- | -- |
| Dec 2005 | $1.2B | $838.3M | $341.4M | -- | -- |
| Oct 2005 | $1.2B | $838.3M | $341.4M | -- | -- |
| Jun 2005 | $1.2B | $838.3M | $341.4M | -- | -- |
| May 2005 | $1.2B | $838.3M | $341.4M | -- | -- |
| Aug 2004 | $1B | $838.2M | $188.3M | 10 | -- |
| Aug 2004 | $1B | $838.2M | $188.3M | 10 | -- |
| Aug 2004 | $1B | $838.2M | $188.3M | 10 | -- |
| Jul 2004 | $1B | $838.2M | $188.3M | 10 | -- |
DateMar 2025
Total AUM$638.2M
Discretionary$625.3M
Non-Disc.$12.9M
Employees66
Clients35
DateMar 2024
Total AUM$433.3M
Discretionary$433.3M
Non-Disc.$0
Employees68
Clients1
DateOct 2023
Total AUM$306.1M
Discretionary$306.1M
Non-Disc.$0
Employees48
Clients0
DateSep 2023
Total AUM$306.1M
Discretionary$306.1M
Non-Disc.$0
Employees48
Clients0
DateJun 2023
Total AUM$306.1M
Discretionary$306.1M
Non-Disc.$0
Employees48
Clients0
DateMar 2023
Total AUM$306.1M
Discretionary$306.1M
Non-Disc.$0
Employees48
Clients0
DateMar 2023
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees50
Clients0
DateDec 2022
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees50
Clients0
DateAug 2022
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees50
Clients0
DateMar 2022
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees50
Clients0
DateFeb 2022
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees48
Clients0
DateAug 2021
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees48
Clients0
DateApr 2021
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees48
Clients0
DateJun 2020
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees48
Clients0
DateMar 2020
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees48
Clients0
DateDec 2019
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees47
Clients0
DateJul 2019
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees47
Clients0
DateApr 2019
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees47
Clients0
DateMar 2019
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees47
Clients0
DateSep 2018
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees15
Clients0
DateJun 2018
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees15
Clients0
DateFeb 2018
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees10
Clients0
DateJan 2018
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees10
Clients0
DateSep 2017
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees10
Clients26
DateSep 2017
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees10
Clients26
DateMar 2017
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees10
Clients1
DateNov 2016
Total AUM$234.7M
Discretionary$234.7M
Non-Disc.$0
Employees9
Clients1
DateMar 2016
Total AUM$234.7M
Discretionary$234.7M
Non-Disc.$0
Employees9
Clients1
DateMar 2015
Total AUM$252.4M
Discretionary$252.4M
Non-Disc.$0
Employees9
Clients1
DateMar 2014
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees10
Clients1
DateMar 2013
Total AUM$254.8M
Discretionary$254.8M
Non-Disc.$0
Employees10
Clients1
DateMar 2012
Total AUM$460.1M
Discretionary$460.1M
Non-Disc.$0
Employees6
Clients11
DateAug 2011
Total AUM$497.5M
Discretionary$497.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$472.7M
Discretionary$472.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$453.9M
Discretionary$453.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$819.2M
Discretionary$657.7M
Non-Disc.$161.5M
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$800.2M
Non-Disc.$280.3M
Employees--
Clients--
DateMar 2006
Total AUM$1.1B
Discretionary$725.8M
Non-Disc.$366.3M
Employees--
Clients--
DateJan 2006
Total AUM$1.2B
Discretionary$838.3M
Non-Disc.$341.4M
Employees--
Clients--
DateDec 2005
Total AUM$1.2B
Discretionary$838.3M
Non-Disc.$341.4M
Employees--
Clients--
DateOct 2005
Total AUM$1.2B
Discretionary$838.3M
Non-Disc.$341.4M
Employees--
Clients--
DateJun 2005
Total AUM$1.2B
Discretionary$838.3M
Non-Disc.$341.4M
Employees--
Clients--
DateMay 2005
Total AUM$1.2B
Discretionary$838.3M
Non-Disc.$341.4M
Employees--
Clients--
DateAug 2004
Total AUM$1B
Discretionary$838.2M
Non-Disc.$188.3M
Employees10
Clients--
DateAug 2004
Total AUM$1B
Discretionary$838.2M
Non-Disc.$188.3M
Employees10
Clients--
DateAug 2004
Total AUM$1B
Discretionary$838.2M
Non-Disc.$188.3M
Employees10
Clients--
DateJul 2004
Total AUM$1B
Discretionary$838.2M
Non-Disc.$188.3M
Employees10
Clients--