Westwood Holdings Group
Westwood Wealth Management, established in 2022, is a US-based wealth manager and registered investment advisor. It provides investment advisory services, financial planning, estate and trust, and investment services.
Westwood Holdings Group
Westwood Wealth Management, established in 2022, is a US-based wealth manager and registered investment advisor. It provides investment advisory services, financial planning, estate and trust, and investment services. The firm offers advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, or business entities.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
AUM
—
Location
Region
—
Country
—
City
Dallas
Corporate office
200 Crescent Court Suite 1200
Frequently asked questions
What is Westwood Holdings Group?
Westwood Holdings Group is a bank / wealth / trust headquartered in Dallas.
When was Westwood Holdings Group founded?
Westwood Holdings Group was founded in 2022.
Where is Westwood Holdings Group headquartered?
Westwood Holdings Group is headquartered in Dallas.
What does Altss track for Westwood Holdings Group?
Altss maintains an OSINT-verified profile of Westwood Holdings Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Westwood Holdings Group's website?
Westwood Holdings Group's public website is westwoodgroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Westwood Holdings Group?
Westwood Holdings Group is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Westwood Holdings Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Westwood Holdings Group?
Westwood Holdings Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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