WESTWOOD WEALTH MANAGEMENT
CRD #290658 SEC #801-121572 LOS ANGELES, CA (424) 255-3120
SEC Registered Private Funds
Total AUM
$338.8M
Discretionary
$338.8M
Employees
3
Clients
--
Accounts
237
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $338.8M | $338.8M | $0 | 3 | 0 |
| Jun 2025 | $338.8M | $338.8M | $0 | 3 | 0 |
| Mar 2025 | $338.8M | $338.8M | $0 | 3 | 0 |
| Mar 2024 | $185M | $185M | $0 | 3 | 0 |
| Nov 2023 | $116.3M | $116.3M | $0 | 3 | 0 |
| Nov 2023 | $116.3M | $116.3M | $0 | 3 | 0 |
| Jul 2023 | $116.3M | $116.3M | $0 | 3 | 0 |
| Mar 2023 | $116.3M | $116.3M | $0 | 3 | 0 |
| Aug 2022 | $182.8M | $182.8M | $0 | 3 | 0 |
| Mar 2022 | $182.8M | $182.8M | $0 | 3 | 0 |
| Nov 2021 | $120.7M | $120.7M | $0 | 3 | 0 |
| Oct 2021 | $120.7M | $120.7M | $0 | 2 | 0 |
| Aug 2021 | $120.7M | $120.7M | $0 | 2 | 0 |
| Jun 2021 | $120.7M | $120.7M | $0 | 2 | 0 |
| May 2021 | $120.7M | $120.7M | $0 | 2 | 0 |
DateOct 2025
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees2
Clients0