WESTWOOD WEALTH MANAGEMENT
WESTWOOD WEALTH MANAGEMENT is a Series C+ fund in the US investing in equity, multi-asset, energy-real-assets and income-alternatives.
- Stages
- Series C+
- Sectors
- equity, multi-asset, energy-real-assets, income-alternatives
- Invests in
- US-wide
- Actively investing
- Yes
- Founded
- 1983
- Assets under management
- $17.2B
- Website
- wwmgmt.co
Check size not disclosed
Thesis
Westwood Wealth Management is an SEC-registered investment adviser with a dual presence in Los Angeles, California, and Dallas, Texas. The firm focuses on "high-conviction equity and outcome-oriented solutions," emphasizing a client-first approach with bespoke strategies, vehicle optimization, and exceptional service. Their investment capabilities span U.S. Value Equity, Multi-Asset, Energy & Real Assets, Tactical Absolute Return, Income Alternatives, and Managed Investment Solutions. The firm is flexible and agile, adapting to market changes and seeking innovative strategies, while also highlighting its origins as a woman-founded firm. While not explicitly an ESG investor, they are categorized as a private equity firm investing at the "Growth" stage. The firm-wide AUM is $17.2 billion as of March 31, 2024. The publicly traded parent company is Westwood Holdings Group, Inc. (NYSE: WHG).
Common questions
Does WESTWOOD WEALTH MANAGEMENT invest at the Series C+ stage?
Yes. WESTWOOD WEALTH MANAGEMENT lists Series C+ among the stages it invests in.
Where does WESTWOOD WEALTH MANAGEMENT invest?
WESTWOOD WEALTH MANAGEMENT invests in the US.