Westwood Wealth Management is an investment advisor in Los Angeles with $182.84 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823078527
SEC advisor number
801-121572
FINRA CRD number
290658
AUM ?
$185.03 mm
(as of 29 Mar 24)
Accounts
192
(as of 29 Mar 24)
Employees
3
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22