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WESTWOOD ADVISORS, L.L.C

Advisory

N·DALLAS, TX

Data as of Feb 17, 2026 · Source: SEC Form ADV

Total AUM

$638M

1-Year AUM Growth

+47.3%

3-Year CAGR

+81.7%

Employees

23

Assets Under Management

Total AUM$638M

Discretionary AUM$625M

Non-Discretionary AUM$13M

Discretionary %98%

Total Clients502

Team

Total Employees23

Investment Advisers66

Employee Growth (1Y)+47.1%

Filing History

Total Filings on Record55

First FilingJul 29, 2004

Latest FilingFeb 17, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WESTWOOD ADVISORS, L.L.C

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.