Fee-only adviser · Los Angeles, CA
Westwood Wealth Management
Westwood Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Los Angeles, California. On its latest Form ADV, filed May 14, 2026, it reports $300M in regulatory assets under management, 126 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 290658 · SEC file 801-121572 |
| Office | 11150 Santa Monica Blvd. Suite 740 Los Angeles, CA 90025 |
| Phone | (424) 255-3120 |
| Website | www.wwmgmt.co |
| Regulatory assets under management | $300M |
| Individual clients | 86 non-high-net-worth, 40 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Los Angeles
- Aspiriant, LLC $18.0B
- Westmount Partners, LLC $5.9B
- L & S Advisors, Inc $1.2B
- HCR Wealth Advisors $2.0B
- JSF Financial, LLC $2.0B
- Ifc Advisors LLC $2.3B
See all 91 fee-only advisers in Los Angeles →
Nearby
- Century City 1 firm
- Beverly Hills 20 firms
- 8605 Santa Monica Boulevard 53781 1 firm
- West Hollywood 1 firm
- Culver City 1 firm
- Santa Monica 24 firms
- Venice 1 firm
- Studio City 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Westwood Wealth Management? Update this listing.