Chief Executive Officer · Westwood Wealth Management
Brian O. Casey
CRD 1409741 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Westwood Wealth Management, an SEC-registered private fund adviser based in Dallas, TX with $750 million in regulatory assets, lists Brian O. Casey on its Form ADV as Chief Executive Officer, a control person. The SEC filings also name Brian at 2 other registered advisers.
Firms and roles
- Westwood Wealth ManagementChief Executive OfficerPrivate fund adviser · Dallas, TX · $750M in regulatory assets
- Westwood Management CorpCEO, DirectorAsset manager · Dallas, TX · $12B in regulatory assets
- Salient Advisors, L.P.CEO, Westwood Holdings Group, Inc.Asset manager · Dallas, TX · $62M in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- John A. EhingerHead of Legal and Compliance, Westwood Wealth Management
- Fabian N. GomezPresident, Westwood Wealth Management
- Murray ForbesSVP, Chief Financial Officer, Treasurer, Westwood Wealth Management
- Timothy RogersChief Wealth Administrative Officer, Westwood Wealth Management
- Susan V. ConleySVP, Private Wealth Advisor Lead, Westwood Wealth Management
4 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.