| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Westwood Alpha Opportunity Fund LP | Hedge | $7.4M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Andrew Puryear Control | President & Chief Compliance Officer | Over 75% | 2017 |
Westwood Wealth Management reports $338.8 million in regulatory assets under management on its Form ADV.
Westwood Wealth Management manages 1 private funds with combined gross assets of $7.4 million.
Westwood Wealth Management reports 3 employees.
Westwood Wealth Management is based in Los Angeles, CA and has been SEC-registered since 2021.
Westwood Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11100 Santa Monica Blvd., Suite 780, 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 |
| Discretionary | $338.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $338.8M |