Chief Wealth Administrative Officer · Westwood Wealth Management
Timothy Rogers
CRD 7696985 · 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 Timothy Rogers on its Form ADV as Chief Wealth Administrative Officer.
Firms and roles
- Westwood Wealth ManagementChief Wealth Administrative OfficerPrivate fund adviser · Dallas, TX · $750M in regulatory assets
AtlasMembers
Timothy’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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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
- Brian O. CaseyChief Executive Officer, Westwood Wealth Management
- Susan V. ConleySVP, Private Wealth Advisor Lead, Westwood Wealth Management
1 more person named with Timothy 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 Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.