WESTWOOD WEALTH MANAGEMENT
Adviser information for WESTWOOD WEALTH MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 192 | $185.0M |
| Non-Discretionary | 0 | $0 |
| Total | 192 | $185.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 34 | $72.5M |
| HNW Individuals | 39 | $112.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
11100 SANTA MONICA BLVD.SUITE 780
LOS ANGELES
CA
United States
Monday - Friday, 6:00 AM - 3:00 PM
Tel: (424) 255-3120, Fax: N/A
Chief Compliance Officer
MICHAEL ANDREW PURYEAR
PRESIDENT & CHIEF COMPLIANCE OFFICER
11100 SANTA MONICA BLVD.
SUITE 780
LOS ANGELES
CA
United States
Tel:
(424) 255-3120
Fax:
N/A
M*******@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WESTWOOD ALPHA OPPORTUNITY FUND LP | Hedge Fund | $6.0M | $0.5M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PURYEAR, MICHAEL, ANDREW | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 10/2017 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 99M | 801K | – |
| APPLE INC | COM | 28M | 132K | – |
| META PLATFORMS INC | CL A | 13M | 27K | – |
| PROSHARES TR | PSHS ULTRA QQQ | 13M | 129K | – |
| DIREXION SHS ETF TR | DLY SCOND 3XBU | 13M | 227K | – |
| MICROSOFT CORP | COM | 12M | 28K | – |
| ALPHABET INC | CAP STK CL A | 11M | 62K | – |
| META PLATFORMS INC | CL A | 10M | – | – |
| BROADCOM INC | COM | 9M | 5K | – |
| AMAZON COM INC | COM | 7M | 35K | – |
| PALO ALTO NETWORKS INC | COM | 5M | 15K | – |
| DIREXION SHS ETF TR | DRX S&P500BULL | 5M | 33K | – |
| INVESCO QQQ TR | UNIT SER 1 | 5M | – | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 5M | 17K | – |
| ARM HOLDINGS PLC | SPONSORED ADS | 4M | 24K | – |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | 4M | 99K | – |
| UBER TECHNOLOGIES INC | COM | 4M | 50K | – |
| NXP SEMICONDUCTORS N V | COM | 2M | 9K | – |
| INVESCO QQQ TR | UNIT SER 1 | 2M | 5K | – |
| ISHARES TR | U.S. TECH ETF | 2M | 12K | – |
| ELI LILLY & CO | COM | 2M | 2K | – |
| ISHARES TR | ISHARES BIOTECH | 2M | 12K | – |
| SUPER MICRO COMPUTER INC | COM | 1M | 2K | – |
| UNION PAC CORP | COM | 1M | 6K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 1M | 2K | – |
| ALPHABET INC | CAP STK CL C | 1M | 7K | – |
| BLACKSTONE INC | COM | 888K | 7K | – |
| FEDEX CORP | COM | 729K | 2K | – |
| ADVANCED MICRO DEVICES INC | COM | 694K | 4K | – |
| NETFLIX INC | COM | 688K | 1K | – |
| NIKE INC | CL B | 626K | 8K | – |
| PROSHARES TR | PSHS ULT NASB | 593K | 10K | – |
| JPMORGAN CHASE & CO. | COM | 564K | 3K | – |
| QUALCOMM INC | COM | 539K | 3K | – |
| SERVICENOW INC | COM | 472K | 600 | – |
| DISNEY WALT CO | COM | 454K | 5K | – |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 437K | 7K | – |
| NVIDIA CORPORATION | COM | 371K | – | – |
| JOHNSON & JOHNSON | COM | 285K | 2K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 243K | 15K | – |
| BLOCK INC | CL A | 230K | 4K | – |
| DELTA AIR LINES INC DEL | COM NEW | 228K | 5K | – |