WESTWOOD MANAGEMENT CORP
SEC RegisteredINTEGRITY | RELIABILITY | RESULTS
About the firm
Westwood Holdings Group (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively and passively-managed, outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood's client-first approach has fostered strong, long-term client relationships due to its unwavering commitment to delivering bespoke investment strategies with a vehicle-optimized approach, exceptional counsel and unparalleled client service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Westwood offers investment management capabilities across high-conviction equity and outcome-oriented solutions, as well as wealth management services including financial planning, trust and estate services, customized investment solutions, and financial services for charitable organizations.
Who they serve
Institutional investors, intermediaries, financial advisors, and private wealth clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 146 | $196M |
| High Net Worth Individuals | 19 | $82M |
| Pension/Profit Sharing Plans | 16 | $1.5B |
| Charitable Organizations | 10 | $1.1B |
| State/Municipal Entities | 7 | — |
40 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WESTWOOD MANAGEMENT CORP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.