$300.4M Total AUM
$300.4M Disc. AUM
-- 3Y CAGR
3 Employees
130 ADV. Clients
8 yrs Firm Age
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- Custodian
- LPL Financial ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-06-2017
- Office Locations
- 1
Office Locations
11150 Santa Monica Blvd. Suite 740 LOS Angeles CA
About Westwood Wealth Management
Westwood Holdings Group (NYSE: WHG) is a boutique asset manager and wealth manager providing active and passive, outcome-oriented strategies plus white-glove trust and wealth services for institutional, intermediary and private-wealth clients. Known for a vehicle-optimized approach and bespoke portfolio solutions, with a client-first culture rooted in its origins as a woman-founded firm.
Team overview
24 AVG AGE
$150.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
6.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
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Client Personas
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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
M
MICHAEL ANDREW PURYEAR
Chief Compliance Officer, Founder, Portfolio Manager, President
- CRD
- #4474875
- Ownership
- 75% or more
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Jeffrey Cosgrove
Investment Advisor
- CRD
- #7408097
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,390,704 | $2,100,634 |
| Non-Discretionary | $0 | -- |
| Total | $300,390,704 | $2,100,634 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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