Westwood Wealth Management

Assets Under Management

$638.2M

Number of Clients

502

Number of Advisors

9

Average Client AUM

$1.3M

AUM per Advisor

$70.9M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Westwood Advisors, acquired by Westwood Holdings Group, Inc. in 2010, manages private funds for qualified investors. They provide investment advisory services to funds like the Salient MLP Total Return Fund, LP. The firm manages approximately 455 accounts with a total value of $625,327,716.00 as of December 31, 2024.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment Management
Loading...
Location

200 Crescent Court, Suite 1200, Dallas, TX, 75201

9 Advisors at this firm