Westwood Advisors, L.L.C
- Regulatory AUM
- $750M
- Discretionary
- $740M
- Clients
- 452
- Avg AUM / client
- $1.7M
- Accounts
- 467
- Employees
- 62
AUM over time
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $55.3M | 7.38% |
| High net worth individuals | 45 | $98.3M | 13.1% |
| Pooled investment vehicles (non-investment companies) | 14 | $516M | 68.9% |
| Pension and profit sharing plans | 40 | $5.6M | 0.75% |
| Charitable organizations | 6 | $5.8M | 0.77% |
| Corporations and other businesses | 166 | $68.1M | 9.08% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $221M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Salient Mlp Total Return Fund, L.P. | Hedge Fund | Delaware | $136M | 219 |
| Westwood Energy Secondaries Fund I Llc | Private Equity Fund | Delaware | $34.3M | 62 |
| Salient Mlp Total Return Fund Te, L.P. | Hedge Fund | Delaware | $29.1M | 23 |
| Westwood Formentera Partners Fund Ii, Llc | Private Equity Fund | Delaware | $7.6M | 19 |
| Westwood Hospitality Fund Llc | Real Estate Fund | Delaware | $5.7M | 19 |
| Westwood Velocis Secondary Partners Iii, Llc | Private Equity Fund | Delaware | $2.7M | 8 |
| Westwood Technology Opportuntities Fund I, Lp | Private Equity Fund | Delaware | $1.7M | 10 |
| Westwood Legalist Dip Fund Iii, Llc | Private Equity Fund | Delaware | $1.5M | 6 |
| Westwood Velocis Industrial Fund, Llc | Private Equity Fund | Delaware | $1.3M | 7 |
| Westwood Velocis Fund Iii, Llc | Private Equity Fund | Delaware | $953K | 7 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Haynes And Boone Retirement Savings Plan Haynes And Boone, Llp | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gomez, Fabian | President | Feb 2018 (9y) | Less than 5% | |
| Forbes, Murray | Svp, Chief Financial Officer, Treasurer | Nov 2018 (8y) | Less than 5% | |
| Meyer, Jill, D | Managing Member | May 2021 (5y) | Less than 5% | |
| Leah Rebecca Bennett | President, Westwood Wealth Management | CFA | May 2022 (4y) | Less than 5% |
| Rogers, Timothy | Chief Wealth Administrative Officer | Jan 2023 (4y) | Less than 5% | |
| Ehinger, John | Head Of Legal, Cco | Mar 2023 (3y) | Less than 5% | |
| Karim Lakhani | Registered representative | CFA | Mar 2023 (3y) | |
| Jordan Cowart | Registered representative | CFP CFA | Oct 2023 (3y) | |
| Michael Hall Yan | Registered representative | Oct 2023 (3y) | ||
| Susan W Wedelich | Registered representative | Jan 2024 (3y) | ||
| Karla Alvarez Dominguez | Registered representative | Jun 2024 (2y) | ||
| Susan Vignolo Conley | Registered representative | Jan 2025 (2y) | ||
| Jessica Noelle Grigsby Bordelon | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Westwood Holdings Group, Inc. | Owner | Nov 2010 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $221M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Salient Mlp Total Return Fund, L.P. | Hedge Fund | $136M | $250K | 219 |
| Westwood Energy Secondaries Fund I Llc | Private Equity Fund | $34.3M | $250K | 62 |
| Salient Mlp Total Return Fund Te, L.P. | Hedge Fund | $29.1M | $250K | 23 |
| Westwood Formentera Partners Fund Ii, Llc | Private Equity Fund | $7.6M | $250K | 19 |
| Westwood Hospitality Fund Llc | Real Estate Fund | $5.7M | $250K | 19 |
| Westwood Velocis Secondary Partners Iii, Llc | Private Equity Fund | $2.7M | $50.0K | 8 |
| Westwood Technology Opportuntities Fund I, Lp | Private Equity Fund | $1.7M | $250K | 10 |
| Westwood Legalist Dip Fund Iii, Llc | Private Equity Fund | $1.5M | $100K | 6 |
| Westwood Velocis Industrial Fund, Llc | Private Equity Fund | $1.3M | $50.0K | 7 |
| Westwood Velocis Fund Iii, Llc | Private Equity Fund | $953K | $100K | 7 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Haynes And Boone Retirement Savings Plan | Haynes And Boone, Llp | 1,097 | $360M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 4.62 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Westwood Advisors, Llc $248M (91% of AUM) Sep 2018
- U.S. Bank $214M (29% of AUM) Apr 2026
- Fidelity Distributors Company Llc $24.8M (3% of AUM) Apr 2026
- TD Ameritrade $20.9K (0% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗