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Susan W Wedelich

Westwood Wealth Management

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About Susan W Wedelich

Susan Wedelich is an investment advisor representative associated with Westwood Wealth Management. Susan holds the Series 6, Series 63 and Series 65 licenses. Susan is registered in Texas. Susan has been in the securities industry since July 2002. Susan has previous experience with BANC ONE SECURITIES CORPORATION, Westwood Trust and Westwood Advisors, LLC.

Firm Information

Susan Wedelich is currently registered with Westwood Wealth Management. Westwood Wealth Management is a Dallas, TX-based investment advisor with $433,271,448 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They have over 25 employees and 383 client accounts.
Westwood Wealth Management

200 CRESCENT COURT

DALLAS, TX 75201

$433.27M

Assets Under Management

1

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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robo advisory platform

Robo advisory platform

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Susan Wedelich’s Registration & Firm History

TX

01/29/2024 - Present

Westwood Wealth Management (Houston TX)

IL

10/18/2002 - 10/14/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 01/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan W Wedelich.
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