Unclaimed Profile

Leah Rebecca Bennett

WESTWOOD ADVISORS, L.L.C·DALLAS, Texas

Series 2, Series 6, Series 63, Series 65Clean record30 years registeredWESTWOOD ADVISORS, L.L.C

200 CRESCENT COURT, DALLAS, TX 75201CRD# 2213299Firm CRD# 132162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leah Rebecca Bennett · DALLAS, TX

Registration

CRD #2213299 · WESTWOOD ADVISORS, L.L.C · 30 years registered

Brand Profile

Not yet started

Career History

CONCURRENT INVESTMENT ADVISORS, LLC

Mar 2025 – present

WESTWOOD WEALTH MANAGEMENT

Jul 2017 – Jan 2025

Houston, TX

SOUTH TEXAS MONEY MANAGEMENT, LTD.

Aug 2013 – Apr 2016

SAN ANTONIO, TX

KING INVESTMENT ADVISORS, INC.

Feb 1996 – Aug 2013

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 63

Series 65

Registration record

First registered · February 6, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTWOOD ADVISORS, L.L.C

CRD 132162 · SEC 801-63410

AUM

$433M

Regulatory assets under management

Employees

383 client accounts

Services offered by WESTWOOD ADVISORS, L.L.C

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WESTWOOD ADVISORS, L.L.C →

Introduction

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Frequently Asked Questions

What services does Leah Rebecca Bennett offer?

Leah Rebecca Bennett specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Leah Rebecca Bennett's credentials?

Leah Rebecca Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leah Rebecca Bennett located?

Leah Rebecca Bennett is based in DALLAS, Texas, working with WESTWOOD ADVISORS, L.L.C. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Leah Rebecca Bennett charge for services?

Leah Rebecca Bennett's firm is compensated through percentage of aum, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTWOOD ADVISORS, L.L.C?

WESTWOOD ADVISORS, L.L.C has approximately 68 employees and manages $433M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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