Westwood Wealth Management
● SEC registered since 2021CRD 290658SEC# 801-121572Los Angeles, CA
Ranks #4,578 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$300.4M
Fund GAV
—
Private funds
1
Employees
3
Accounts
143
Location
Los Angeles, CA
Westwood Wealth Management assets under management
Westwood Wealth Management operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2021. It reports $300.4 million in regulatory assets under management and employs 3 people. Westwood Wealth Management manages 1 private fund, including Westwood Alpha Opportunity Fund LP. By regulatory assets, it ranks 4,578 of 6,004 private fund managers.
Westwood Wealth Management private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Westwood Alpha Opportunity Fund LP | Hedge | — | $500K |
Westwood Wealth Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Andrew Puryear Control | President & Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Westwood Wealth Management manage?
Westwood Wealth Management reports $300.4 million in regulatory assets under management on its Form ADV.
How many private funds does Westwood Wealth Management manage?
Westwood Wealth Management manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Westwood Wealth Management have?
Westwood Wealth Management reports 3 employees.
Where is Westwood Wealth Management located?
Westwood Wealth Management is based in Los Angeles, CA and has been SEC-registered since 2021.
Does Westwood Wealth Management disclose fund performance?
Westwood Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11150 Santa Monica Blvd., Suite 740, Los Angeles, CA 90025 |
| Phone | (424) 255-3120 |
| Fax | N/A |
| Office hours | 6:00 a.m. - 3:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300.4M▼ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
AUM vs fund managersTop 76%
Larger than 24% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$300.4Mregulatory AUM
Discretionary $300.4M
Service providers
Auditor
Prime broker
Custodian
Administrator