Westwood Management Corp
Dallas, TX·SEC-registered · CRD #110269
Westwood Management Corp is an SEC-registered investment advisory firm in Dallas, TX managing $12B across 249 client accounts, with 68 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$12B
Client accounts
249
Advisory staff
68
Fee model
Fee-only
How Westwood Management Corp is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Westwood Management Corp
How much does Westwood Management Corp manage?
Per its most recent SEC Form ADV filing (03/31/2026), Westwood Management Corp reports $12B in regulatory assets under management across roughly 249 client accounts.
How does Westwood Management Corp charge?
Westwood Management Corp is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Westwood Management Corp a fiduciary?
Yes. Westwood Management Corp is registered with the U.S. Securities and Exchange Commission (CRD #110269), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Westwood Management Corp taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Westwood Management Corp and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Westwood Management Corp's public SEC Form ADV filing (CRD #110269, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Westwood Management Corp. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Westwood Management Corp? Claim this profile.