RIA Intel›Advisers›Missouri›WESTWOOD ASSET MANAGEMENT, LLC

WESTWOOD ASSET MANAGEMENT, LLC

Advisory

MO

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$404K

across 31 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

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$13M

BAM ADVISOR SERVICES, L.L.C.

$13M

WESTMARK CAPITAL MANAGEMENT, LLC

CHESTERFIELD, MO

$12M

OSBORNE GLOBAL INVESTMENTS, INC.

LEE'S SUMMIT, MO

$13M

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