$12.5M Total AUM
$12.5M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-05-2014
- Office Locations
- 1
Office Locations
-- Kansas City MO
About Westwood Asset Management, LLC
Westwood Holdings Group (NYSE: WHG) is a boutique investment manager offering active and passive, outcome-oriented strategies alongside white-glove trust and wealth services for institutional, intermediary, and private wealth clients. Woman-founded with 40+ years in market, it emphasizes vehicle-optimized implementation and high-touch client service.
Team overview
62 AVG AGE
$12.5M AVG AUM / ADVISOR
$894.4K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
WESLEY MICHAEL HAGENS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2072709
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,521,927 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,521,927 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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