Westwood Wealth Management

Westwood Wealth Management is a registered investment adviser based in Los Angeles, California, established in October 2017. The firm offers discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients may limit discretionary authority by providing restrictions in writing. Westwood serves as the Manager and Adviser to Westwood Alpha Opportunity Fund, LP, managing assets on a discretionary basis for institutional and high-net-worth investors. The firm primarily advises on ETFs, mutual funds, stocks, government securities, option contracts, and money market funds. They do not participate in wrap fee programs and offer IRA rollover recommendations as fiduciaries under ERISA and the Internal Revenue Code. Fees for portfolio management services are asset-based and billed quarterly. The firm does not accept performance-based fees or engage in side-by-side management. Westwood Wealth Management serves individuals, high net worth individuals, pension and profit-sharing plans, business entities, and pooled investment vehicles. The minimum investment amount in Westwood Alpha Opportunity Fund LP is $100,000. The firm's investment strategies include technical and fundamental analysis, long-term and short-term purchases, short sales, margin transactions, and option writing. Westwood Wealth Management does not have any disciplinary events, and they do not participate in class action lawsuits. Clients have the option to grant the firm investment discretion, and fees are directly debited from client accounts. The firm does not vote proxies on behalf of clients and does not receive compensation for client referrals.