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| Westwood Wealth Management
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|---|---|
| CRD # | 290658 |
| SEC # | 801-121572 |
| CIK # | 0001861125 |
| AUM | 300.4 M (2026-05-14) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 424-255-3120 |
| Address | 11150 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001861125 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 98.3 | ||
| Alphabet Inc | 21.4 | ||
| Facebook Inc | 15.3 | ||
| Broadcom Inc | 13.8 | ||
| Apple Inc | 10.8 | ||
| Microsoft Corp | 8.9 | ||
| Tesla Motors Inc | 7.9 | ||
| Palantir Technologies Inc | 6.3 | ||
| Amazon Com Inc | 5.9 | ||
| ALTC Acquisition Corp | 4.6 | ||
| ARM Holdings PLC /UK | 3.8 | ||
| Advanced Micro Devices Inc | 2.6 | ||
| Palo Alto Networks Inc | 2.3 | ||
| Uber Technologies Inc | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Union Pacific Corp | 0.6 | ||
| Goldman Sachs Group Inc | 0.5 | ||
| Oracle Corp | 0.4 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Westwood Alpha Opportunity Fund LP | 2023-11-14 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 23.3 |
| (b) Individuals (high net worth individuals) | 40 | 258.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 18.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 143 | 300.4 |
| By Discretionary | ||
| Discretionary | 143 | 300.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 143 | 300.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.4 | |
| Total | 143 | 300.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001861125] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Logica Capital Advisers LLC
✚
|
CA | 304.6 M |
|
Alethea Capital Management LLC
✚
|
302.6 M | |
|
MICA Creek Capital LLC
✚
|
CO | 300.5 M |
|
Cloud Capital Management LLC
✚
|
WA | 300.2 M |
|
Southwind Associates of NJ Inc
✚
|
299.1 M | |
|
Roubaix Capital LLC
✚
|
CO | 298.9 M |
|
Kailasa Capital Management LLC
✚
|
PA | 298.3 M |
|
Unison Asset Management LLC
✚
|
FL | 298.2 M |
|
AVOS Capital Management LLC
✚
|
CT | 297.8 M |
|
Sterling Capital Management Inc
✚
|
WI | 296.9 M |