Daniel Braun
Investment adviser representative at Westwood Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$749.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Westwood Wealth ManagementJul 2026 to now
- Westwood Holdings GroupJun 2026 to now
- Fidelity InvestmentsAug 2020 to Jun 2026
- Pruco Securities, LLCOct 2017 to Jul 2020
- AIG Capital Services, Inc.May 2016 to Oct 2017
- American General Life InsuranceMay 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Westwood Wealth Management
Legal name: Westwood Advisors, L.L.C
$749.5MAssets managed
452Clients
8Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6646350
- Firm CRD
- 132162