Westwood Wealth Management

Westwood Wealth Management provides discretionary portfolio management and related advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, business entities, and pooled investment vehicles. The firm also serves as manager and investment adviser to a private pooled vehicle, Westwood Alpha Opportunity Fund LP, which is offered to sophisticated investors with a stated minimum investment of $500,000.

WWM tailors portfolios to clients’ objectives and risk tolerances and monitors accounts on an ongoing basis, drawing on fundamental and technical analysis and periodic rebalancing. The firm’s documented strategies include both long‑ and short‑term positions and may employ more complex techniques described in the brochure—such as options, short sales, margin transactions and other derivatives—and it may engage in frequent trading where suitable.

What is distinctive about the firm is its role as a fund sponsor and private fund adviser (a Section 3(c)(1) pooled vehicle) while also providing portfolio management for both individual accounts and pooled vehicles. Westwood manages roughly $300.4 million in discretionary assets for about 126 clients with a small advisory team, and its disclosures note conflicts tied to firm investments in the Fund and the ability to effect third‑party wire transfers under standing authorizations, which it says it addresses through disclosure and its Code of Ethics.