Westwood Wealth Management

Entity
Company
Business address
11100 Santa Monica Blvd., Suite 780, 90025 Los Angeles, CA
Phone
424-255-3120
State of incorporation
CA
Fiscal year end
December 31
Signature 13F
Michael Puryear - President & Managing Partner
All SEC filings
View on sec.gov
Westwood Wealth Management has filed 17 SEC EDGAR filings since 2/14/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 7, 2025 Jun 30, 2025 028-22023
13F-HR Open Document Open Filing Aug 5, 2025 Jun 30, 2025 028-22023
13F-HR Open Document Open Filing May 14, 2025 Mar 31, 2025 028-22023
13F-HR Open Document Open Filing Feb 13, 2025 Dec 31, 2024 028-22023
13F-HR Open Document Open Filing Nov 12, 2024 Sep 30, 2024 028-22023
N-PX Open Document Open Filing Aug 29, 2024 Jun 30, 2024 028-22023
13F-HR Open Document Open Filing Aug 14, 2024 Jun 30, 2024 028-22023
13F-HR Open Document Open Filing May 1, 2024 Mar 31, 2024 028-22023
13F-HR Open Document Open Filing Feb 12, 2024 Dec 31, 2023 028-22023
13F-HR Open Document Open Filing Nov 8, 2023 Sep 30, 2023 028-22023
13F-HR Open Document Open Filing Jul 26, 2023 Jun 30, 2023 028-22023
13F-HR Open Document Open Filing Apr 25, 2023 Mar 31, 2023 028-22023
13F-HR Open Document Open Filing Feb 14, 2023 Dec 31, 2022 028-22023
13F-HR Open Document Open Filing Nov 14, 2022 Sep 30, 2022 028-22023
13F-HR Open Document Open Filing Aug 5, 2022 Jun 30, 2022 028-22023
13F-HR Open Document Open Filing May 11, 2022 Mar 31, 2022 028-22023
13F-HR Open Document Open Filing Feb 14, 2022 Dec 31, 2021 028-22023