WESTWOOD ADVISORS, L.L.C

WESTWOOD WEALTH MANAGEMENT
DALLAS, Texas·3 registered advisors·CRD# 132162
SEC# 801-6341012147566900
01

Firm Overview

AUM
$433M
Regulatory assets under management
Employees
68
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
Commissions
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at WESTWOOD ADVISORS, L.L.C

3 registered advisors
Art Neal Burtscher
DALLAS, Texas
Christopher James Macdonald
OMAHA, Nebraska
Leah Rebecca Bennett
DALLAS, Texas
05

Office Locations

DALLAS, Texas
2 advisors
OMAHA, Nebraska
1 advisor

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Data sourced from SEC Form ADV filings. WESTWOOD ADVISORS, L.L.C (CRD# 132162) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.