Karim Lakhani

CFA

Westwood Wealth Management

8 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Investment Management

Westwood Wealth Management

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

502 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$638.2M

Fee Structure

Financial Planning:Investment management only

Location

10000 Memorial Drive, Suite 650, Houston, TX, 77024

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Westwood Wealth Management

March 2023 - Present · 2 yrs 11 mos

Previous Registrations

Fisher Investments

May 2018 - August 2021 · 3 yrs 3 mos

J.P. Morgan Securities LLCBroker

April 2015 - December 2017 · 2 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.