SVP, Private Wealth Advisor Lead · Westwood Wealth Management
Susan V. Conley
CRD 3116608 · Named on Form ADV at one SEC-registered adviser
At a glance
Westwood Wealth Management, an SEC-registered private fund adviser based in Dallas, TX with $750 million in regulatory assets, lists Susan V. Conley on its Form ADV as SVP, Private Wealth Advisor Lead.
Firms and roles
- Westwood Wealth ManagementSVP, Private Wealth Advisor LeadPrivate fund adviser · Dallas, TX · $750M in regulatory assets
AtlasMembers
Susan’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 the firm
- Locked
- Control-person status
- Locked
- 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 (6)
- 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
- Brian O. CaseyChief Executive Officer, Westwood Wealth Management
1 more person named with Susan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.