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Westwood Wealth

Westwood Wealth is a private equity and hedge fund investor based in Dallas, United States. It reports about $516m in private-fund assets across 14 private funds to the US Securities and Exchange Commission (Form ADV, September 2026).

Part of the 311 Institute Global Investors Directory (311institute.com). Last updated .

Private equity and hedge fundType
Dallas, United StatesHeadquarters
$516mPrivate-fund assets (September 2026)
14Private funds
Hedge fund hybrid
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Questions and answers

What kind of investor is Westwood Wealth?

Westwood Wealth is a private equity and hedge fund investor based in Dallas, United States.

Where is Westwood Wealth based?

Westwood Wealth is headquartered in Dallas, United States, according to its filing with the US Securities and Exchange Commission.

How much does Westwood Wealth manage?

It reports about $516m in private-fund assets across 14 private funds to the US Securities and Exchange Commission (Form ADV, September 2026).

Source: US Securities and Exchange Commission adviser record (Form ADV and Form D filings), as of September 2026.

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