Westwood Wealth Management
Westwood Wealth Management is an SEC-registered wealth manager in Los Angeles, CA with $300.4M assets under management (AUM, regulatory AUM), -11% over one year. See who owns Westwood Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290658, SEC 801-121572, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $300.4M (2026-05-14)
- Firm type
- Wealth Manager
- Location
- Los Angeles, CA
- Employees
- 3
- Clients
- 130
- CRD
- 290658
- Ownership
- PURYEAR, MICHAEL, ANDREW
How much AUM does Westwood Wealth Management have?
Westwood Wealth Management reported $300.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Westwood Wealth Management?
Disclosed owners and executives of Westwood Wealth Management include PURYEAR, MICHAEL, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.