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

Clients

Accounts

490

Firm Details

Organization Type: Limited Liability Company
State of Formation: Nebraska
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BENNETT, LEAH, REBECCA	I	PRESIDENT, WESTWOOD WEALTH MANAGEMENT	NA	Control
BENNETT, LEAH, REBECCA	I	PRESIDENT, WESTWOOD WEALTH MANAGEMENT	NA	Control
BENNETT, LEAH, REBECCA	I	PRESIDENT, WESTWOOD WEALTH MANAGEMENT	NA	Control
BENNETT, LEAH, REBECCA	I	PRESIDENT, WESTWOOD WEALTH MANAGEMENT	NA	Control
BURTSCHER, ART, NEAL	I	MANAGER/CHAIRMAN/SECRETARY	NA	Control
BURTSCHER, ART, NEAL	I	MANAGER/CHAIRMAN/SECRETARY	NA	Control
BURTSCHER, ART, NEAL	I	MANAGER/CHAIRMAN/SECRETARY	NA	Control
BURTSCHER, ART, NEAL	I	MANAGER/CHAIRMAN/SECRETARY	NA	Control
BURTSCHER, ART, NEAL	I	MANAGER/CHAIRMAN/SECRETARY	NA	Control
BURTSCHER, ART, NEAL	I	SENIOR VICE PRESIDENT, DIRECTOR	NA	Control
BURTSCHER, ART, NEAL	I	SENIOR VICE PRESIDENT, DIRECTOR	NA	Control
BURTSCHER, ART, NEAL	I	MANAGER/CHAIRMAN/SECRETARY	NA	Control
BURTSCHER, ART, NEAL	I	MANAGING MEMBER/CHAIRMAN	NA	Control
BURTSCHER, ART, NEAL	I	MANAGER/CHAIRMAN/SECRETARY	NA	Control
BURTSCHER, ART, NEAL	I	MANAGER/CHAIRMAN/SECRETARY	NA	Control
BURTSCHER, ART, NEAL	I	DIRECTOR/CHAIRMAN	NA	Control
BURTSCHER, ART, NEAL	I	DIRECTOR/CHAIRMAN	NA	Control
BURTSCHER, ART, NEAL	I	MANAGING MEMBER/CHAIRMAN	NA	Control
BURTSCHER, ART, NEAL	I	SENIOR VICE PRESIDENT, DIRECTOR	NA	Control
BURTSCHER, ART, NEAL	I	PRESIDENT, WESTERN REGION AND DIRECTOR	NA	Control
BURTSCHER, ART, NEAL	I	SENIOR VICE PRESIDENT, DIRECTOR	NA	Control
BURTSCHER, ART, NEAL	I	PRESIDENT, WESTERN REGION AND DIRECTOR	NA	Control
BURTSCHER, ART, NEAL	I	PRESIDENT, WESTERN REGION AND DIRECTOR	NA	Control
BURTSCHER, ART, NEAL	I	PRESIDENT, WESTERN REGION AND DIRECTOR	NA	Control
BURTSCHER, ART, NEAL	I	PRESIDENT, WESTERN REGION AND DIRECTOR	NA	Control
BURTSCHER, ART, NEAL	I	CHAIRMAN, MANAGING MEMBER	NA	Control
BURTSCHER, ART, NEAL	I	CHAIRMAN, MANAGING MEMBER	NA	Control
BURTSCHER, ART, NEAL	I	CHAIRMAN, DIRECTOR	NA	Control
BURTSCHER, ART, NEAL	I	CHAIRMAN, MANAGING MEMBER	NA	Control
BURTSCHER, ART, NEAL	I	CHAIRMAN, MANAGING MEMBER	NA	Control
BURTSCHER, ART, NEAL	I	CHAIRMAN, MANAGING MEMBER	NA	Control
BURTSCHER, ART, NEAL	I	CHAIRMAN, MANAGING MEMBER	NA	Control
BURTSCHER, ART, NEAL	I	CHAIRMAN, MANAGING MEMBER	NA	Control
CONLEY, SUSAN, VIGNOLO	I	SVP, PRIVATE WEALTH ADVISOR LEAD	NA
DOYLE, MARGARET, LACEY	I	MANAGER	NA	Control
DOYLE, MARGARET, LACEY	I	MANAGER	NA	Control
DOYLE, MARGARET, LACEY	I	MANAGING MEMBER	NA	Control
DOYLE, MARGARET, LACEY	I	MANAGER	NA	Control
DOYLE, MARGARET, LACEY	I	MANAGER	NA	Control
DOYLE, MARGARET, LACEY	I	DIRECTOR	NA	Control
DOYLE, MARGARET, LACEY	I	DIRECTOR	NA	Control
DOYLE, MARGARET, LACEY	I	MANAGING MEMBER	NA	Control
EHINGER, JOHN, A	I	HEAD OF LEGAL, CCO	NA	Control
EHINGER, JOHN, A	I	HEAD OF LEGAL, CCO	NA	Control
EHINGER, JOHN, A	I	HEAD OF LEGAL, CCO	NA	Control
EHINGER, JOHN, A	I	HEAD OF LEGAL, CCO	NA	Control
EHINGER, JOHN, A	I	HEAD OF LEGAL, CCO	NA	Control
EHINGER, JOHN, A	I	HEAD OF LEGAL, CCO	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, DIRECTOR	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER	NA	Control
EHINGER, JOHN, ANTHONY	I	VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FORBES, MURRAY	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
FRY, SYLVIA, LUDWIG	I	CHIEF COMPLIANCE OFFICER	NA
FRY, SYLVIA, LUDWIG	I	CHIEF COMPLIANCE OFFICER	NA
FRY, SYLVIA, LUDWIG	I	CHIEF COMPLIANCE OFFICER	NA
FRY, SYLVIA, LUDWIG	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA
FRY, SYLVIA, LUDWIG	I	CHIEF COMPLIANCE OFFICER	NA
FRY, SYLVIA, LUDWIG	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA
FRY, SYLVIA, LUDWIG	I	CHIEF COMPLIANCE OFFICER	NA
FRY, SYLVIA, LUDWIG	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA
FRY, SYLVIA, LUDWIG	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA
Forbes, Murray	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
Forbes, Murray	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
Forbes, Murray	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
Forbes, Murray	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
Forbes, Murray	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
Forbes, Murray	I	SVP, CHIEF FINANCIAL OFFICER, TREASURER	NA	Control
GERRON, JULIE, KRAMER	I	GENERAL COUNSEL	NA
GERRON, JULIE, KRAMER	I	GENERAL COUNSEL	NA
GERRON, JULIE, KRAMER	I	GENERAL COUNSEL	NA
GERRON, JULIE, KRAMER	I	SENIOR VICE PRESIDENT AND GENERAL COUNSEL	NA
GERRON, JULIE, KRAMER	I	GENERAL COUNSEL	NA
GERRON, JULIE, KRAMER	I	SENIOR VICE PRESIDENT AND GENERAL COUNSEL	NA
GERRON, JULIE, KRAMER	I	GENERAL COUNSEL	NA
GERRON, JULIE, KRAMER	I	SENIOR VICE PRESIDENT AND GENERAL COUNSEL	NA
GERRON, JULIE, KRAMER	I	SENIOR VICE PRESIDENT AND GENERAL COUNSEL	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GERRON, JULIE, KRAMER	I	SVP, GENERAL COUNSEL& CCO	NA
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	CHIEF OPERATING OFFICER	NA	Control
GOMEZ, FABIAN	I	PRESIDENT	NA	Control
GOMEZ, FABIAN	I	PRESIDENT	NA	Control
GOMEZ, FABIAN	I	PRESIDENT	NA	Control
GOMEZ, FABIAN	I	PRESIDENT	NA	Control
GOMEZ, FABIAN	I	PRESIDENT	NA	Control
GOMEZ, FABIAN	I	PRESIDENT	NA	Control
GOMEZ, FABIAN	I	PRESIDENT	NA	Control
GOMEZ, FABIAN	I	PRESIDENT	NA	Control
HARDCASTLE, WILLIAM, RALPH	I	CHIEF FINANCIAL OFFICER	NA
HARDCASTLE, WILLIAM, RALPH	I	CHIEF FINANCIAL OFFICER	NA
HARDCASTLE, WILLIAM, RALPH	I	CHIEF FINANCIAL OFFICER	NA
HARDCASTLE, WILLIAM, RALPH	I	CHIEF FINANCIAL OFFICER	NA
JARVIS, RICHARD, LEE	I	MANAGER/VICE PRESIDENT/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	MANAGER/VICE PRESIDENT/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	MANAGER/VICE PRESIDENT/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	MANAGER/VICE PRESIDENT/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	MANAGER/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	SENIOR VICE PRESIDENT, DIRECTOR	NA	Control
JARVIS, RICHARD, LEE	I	SENIOR VICE PRESIDENT, DIRECTOR	NA	Control
JARVIS, RICHARD, LEE	I	MANAGER/VICE PRESIDENT/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	MANAGING MEMBER/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	MANAGER/VICE PRESIDENT/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	MANAGER/VICE PRESIDENT/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	DIRECTOR/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	DIRECTOR/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	MANAGING MEMBER/CHIEF INVESTMENT OFFICER	NA	Control
JARVIS, RICHARD, LEE	I	SENIOR VICE PRESIDENT, DIRECTOR	NA	Control
JARVIS, RICHARD, LEE	I	SENIOR VICE PRESIDENT, DIRECTOR	NA	Control
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
KICE, TIFFANY, BENNETT	I	CHIEF FINANCIAL OFFICER	NA
MACDONALD, CHRISTOPHER, JAMES	I	VICE PRESIDENT, DIRECTOR	NA	Control
MACDONALD, CHRISTOPHER, JAMES	I	VICE PRESIDENT, DIRECTOR	NA	Control
MACDONALD, CHRISTOPHER, JAMES	I	VICE PRESIDENT, DIRECTOR	NA	Control
MACDONALD, CHRISTOPHER, JAMES	I	VICE PRESIDENT, DIRECTOR	NA	Control
MACDONALD, CHRISTOPHER, JAMES	I	VICE PRESIDENT, DIRECTOR	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	MANAGER	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	MANAGER	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	MANAGER	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	MANAGER	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	MANAGER	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	MANAGER	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	MANAGING MEMBER	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	MANAGER	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	MANAGER	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	DIRECTOR	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	DIRECTOR	NA	Control
MCCARTHY, MICHAEL, ROBERT	I	MANAGING MEMBER	NA	Control
MCMAHON, ANDREA, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, PATRICIA	I	MANAGER/TREASURER/CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, PATRICIA	I	MANAGER/TREASURER/CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, PATRICIA	I	MANAGER/TREASURER/CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, PATRICIA	I	MANAGER/TREASURER/CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, PATRICIA	I	MANAGER/TREASURER/CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, PATRICIA	I	MANAGER/TREASURER/CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, PATRICIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, PATRICIA	I	MANAGER/TREASURER/CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, PATRICIA	I	MANAGER/TREASURER/CHIEF COMPLIANCE OFFICER	NA	Control
MCMAHON, ANDREA, PATRICIA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	DIRECTOR	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	MANAGING MEMBER	NA	Control
MONTGOMERY, JOHN, PORTER	I	CHIEF OPERATING OFFICER	NA	Control
MONTGOMERY, JOHN, PORTER	I	CHIEF OPERATING OFFICER	NA	Control
MONTGOMERY, JOHN, PORTER	I	CHIEF OPERATING OFFICER	NA	Control
Meyer, Jill, D	I	MANAGING MEMBER	NA	Control
Meyer, Jill, D	I	MANAGING MEMBER	NA	Control
Meyer, Jill, D	I	MANAGING MEMBER	NA	Control
Meyer, Jill, D	I	MANAGING MEMBER	NA	Control
Meyer, Jill, D	I	MANAGING MEMBER	NA	Control
Meyer, Jill, D	I	MANAGING MEMBER	NA	Control
Meyer, Jill, D	I	MANAGING MEMBER	NA	Control
Meyer, Jill, D	I	MANAGING MEMBER	NA	Control
Meyer, Jill, D	I	MANAGING MEMBER	NA	Control
Rogers, Timothy	I	CHIEF WEALTH ADMINISTRATIVE OFFICER	NA
Rogers, Timothy	I	CHIEF WEALTH ADMINISTRATIVE OFFICER	NA
Rogers, Timothy	I	CHIEF WEALTH ADMINISTRATIVE OFFICER	NA
Rogers, Timothy	I	CHIEF WEALTH ADMINISTRATIVE OFFICER	NA
WALLACE, MARK, ALAN	I	CHIEF FINANCIAL OFFICER	NA
WALLACE, MARK, ALAN	I	CHIEF FINANCIAL OFFICER	NA
WILWERDING, NICHOLAS, ALAN	I	MANAGING MEMBER	NA	Control
WILWERDING, NICHOLAS, ALAN	I	MANAGING MEMBER	NA	Control
WILWERDING, NICHOLAS, ALAN	I	DIRECTOR	NA	Control
WILWERDING, NICHOLAS, ALAN	I	MANAGING MEMBER	NA	Control
WILWERDING, NICHOLAS, ALAN	I	MANAGING MEMBER	NA	Control
WILWERDING, NICHOLAS, ALAN	I	MANAGING MEMBER	NA	Control
WILWERDING, NICHOLAS, ALAN	I	MANAGING MEMBER	NA	Control
WILWERDING, NICHOLAS, ALAN	I	MANAGING MEMBER	NA	Control
MGA HOLDINGS, LLC	DE	PARENT COMPANY	E	Control
MGA HOLDINGS, LLC	DE	PARENT COMPANY	E	Control
MGA HOLDINGS, LLC	DE	PARENT COMPANY	E	Control
MGA HOLDINGS, LLC	DE	PARENT COMPANY	E	Control
MGA HOLDINGS, LLC	DE	PARENT COMPANY	E	Control
MGA HOLDINGS, LLC	DE	PARENT COMPANY	E	Control
MGA HOLDINGS, LLC	DE	PARENT COMPANY	E	Control
MGA HOLDINGS, LLC	DE	PARENT COMPANY	E	Control
MGA HOLDINGS, LLC	DE	PARENT COMPANY	E	Control
MGA HOLDINGS, LLC	DE	PARENT COMPANY	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
WESTWOOD HOLDINGS GROUP, INC.	DE	OWNER	E	Control
KARSTENS, MICHAEL, DEAN	I	MANAGING MEMBER/PRESIDENT	B	Control
KARSTENS, MICHAEL, DEAN	I	MANAGING MEMBER/PRESIDENT	B	Control
KARSTENS, MICHAEL, DEAN	I	MANAGING MEMBER/PRESIDENT	B	Control
KARSTENS, MICHAEL, DEAN	I	MANAGING MEMBER/PRESIDENT	B	Control
CASEY, BRIAN, OCONNOR	I	CHIEF EXECUTIVE OFFICER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MCCARTHY GROUP, LLC	DE	MGI HOLDINGS, INC.	E
MCCARTHY GROUP, LLC	DE	MGI HOLDINGS, INC.	E
MGI HOLDINGS, INC. F/K/A MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
MGI HOLDINGS, INC. F/K/A MCCARTHY GROUP, INC.	DE	MCCARTHY GROUP ASSET MANAGEMENT, INC.	E	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
BURTSCHER, ART, NEAL	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
JARVIS, RICHARD, LEE	I	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control
MCCARTHY GROUP ASSET MANAGEMENT INC	DE	MGA HOLDINGS, LLC	C	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (25)

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Address

200 CRESCENT COURT
SUITE 1200
DALLAS, TX 75201
United States

Phone: 2147566900