# Westwood Wealth Management

Westwood Wealth Management is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** westwoodgroup.com
- **LinkedIn:** https://www.linkedin.com/company/westwoodwealthmgmt

## Regulatory record

- **CRD number:** 132162
- **SEC file number:** 801-63410
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-02T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132162

## About

Westwood Wealth Management is an SEC-registered investment adviser in Dallas, TX, registered since 2004. The firm manages $750 million in assets, with $740 million on a discretionary basis. It has 62 employees and 14 investment advisers.

## People

- Brian Casey — CEO

## Questions

### How does Westwood Wealth Management distribute its strategies?

Westwood distributes primarily through intermediary relationships — regional bank trust departments, community bank wealth platforms, and independent RIAs — rather than through a large dedicated direct-to-client sales force. This bank-trust channel, concentrated across the South and Midwest, embeds Westwood's separately managed accounts and proprietary funds into trust-account allocations managed by third-party fiduciaries.

### What is the relationship between Westwood Wealth Management and Westwood Holdings Group?

Westwood Wealth Management is the wealth advisory distribution business within Westwood Holdings Group, a publicly traded asset manager (NYSE: WHG). The parent company dates to 1983 and reports consolidated financials including both the institutional investment arm and the wealth management channel. Brian Casey has led the parent entity as CEO since 2012.

### Does Westwood manage proprietary funds?

Yes. Westwood manages a family of proprietary mutual funds and exchange-traded funds, including large-cap value, SMid-cap, and income-focused strategies, alongside separately managed accounts. The same investment team supports both the institutional mandates and the fund vehicles distributed through the wealth channel.

### Who runs investment decisions at Westwood?

Portfolio management is led by Westwood's centralized investment team, which serves both the institutional and wealth management channels from the firm's Dallas headquarters. Brian Casey, as CEO of Westwood Holdings Group, oversees the full platform, though day-to-day portfolio decisions rest with the CIO and the sector-specialist PMs under the firm's investment committee structure.

## Related profiles

- [Westwood Holdings Group](https://altss.com/profile/westwood-holdings-group)
- [Weyerhaeuser Company](https://altss.com/profile/weyerhaeuser-company)

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Last updated: 2026-06-03T20:00:00.000Z

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