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Westwood Wealth Management

Headquartered in LOS ANGELES, CA

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Firm Information

Westwood Wealth Management is an investment advisor based in LOS ANGELES, CA. They have 2 investment adviser representatives and manage approximately $185,026,361 in regulatory assets. Their client base includes high-net-worth individuals and individuals other than high-net-worth. They primarily offer portfolio management services for individuals.

Westwood Wealth Management

11100 SANTA MONICA BLVD.

LOS ANGELES, CA 90025

$185.03M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WESTWOOD WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

LOS ANGELES, CA

Advisors at Westwood Wealth Management

View All 2 Advisors
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Jeffrey Cosgrove

RA

LOS ANGELES, CA

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Michael Andrew Puryear

RA

LOS ANGELES, CA

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Disclosures

There are no public disclosures for Westwood Wealth Management.

Frequently Asked Questions (7)

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