Investment adviser · CRD 290658

WESTWOOD WEALTH MANAGEMENT

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed May 14, 2026

Regulatory AUM: $300M
Client accounts: 143
Employees: 3
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	40	$258,718,362	86.1%
Individuals	86	$23,280,821	7.8%
Retirement plans	Fewer than 5	$18,391,521	6.1%
Pooled investment vehicles	1	Not reported	Not reported

Filing source

Form ADV 2105894 · May 14, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WESTWOOD ALPHA OPPORTUNITY FUND LPHedge Fund · Last reported May 14, 2026$0Gross asset value

Fund administrator CASELLI FUND SERVICES DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Fund administrator YULISH & COMPANY SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFERS DENVER, Colorado, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker JONESTRADING CHARLOTTE, North Carolina, United States

Prime broker LPL FINANCIAL LLC SAN DIEGO, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFERS
PCAOB 349

PERSHING LLC
SEC 8-17574

JONESTRADING
CRD 6888 · SEC 8-26089

LPL FINANCIAL LLC
CRD 6413 · SEC 8-17668

Fund details & source

Fund ID: 805-4723222120
Reported beneficial owners: 24
Minimum commitment: $500K
Form D file number: 021-1970352

Form ADV 2105894 · May 14, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 14, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

11150 SANTA MONICA BLVD., SUITE 740
LOS ANGELES, CA, 90025, United States

CRD 290658

Filing source

Form ADV 2105894 · May 14, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.