v3.26.3
SEGMENT REPORTING (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Dec. 31, 2025
Segment Reporting Information [Line Items]          
Net fee revenues from external sources $ 24,769 $ 24,303 $ 74,140 $ 70,487  
Net intersegment revenues 0 0 0 0  
Other revenue 1,802 (14) 2,740 174  
Total revenues 26,571 24,289 76,880 70,661  
Segment Assets (162,771) (154,046) (162,771) (154,046) $ (162,298)
Goodwill 39,501 39,501 39,501 39,501 39,501
Equity Method Investments 4,318 4,263 4,318 4,263 4,303
Payments to Acquire Property, Plant, and Equipment     833 82  
Interest Income, Interest-Earning Asset 188 276 651 858  
Net Income (Loss) Attributable to Parent 3,120 3,729 5,429 5,237  
Segment, Expenditure, Addition to Long-Lived Assets 53 82 2,868 82  
Assets Under Management 16,126,000   16,126,000   16,539,000
Estimated Fair Value 23,665   23,665   21,433
Westwood Funds®          
Segment Reporting Information [Line Items]          
Assets Under Management 3,904,000   3,904,000   3,890,000
Estimated Fair Value 0   0   0
Amount at Risk 0   0   0
Common Trust Funds          
Segment Reporting Information [Line Items]          
Assets Under Management 394,000   394,000   600,000
Estimated Fair Value 0   0   0
Amount at Risk 0   0   0
Westwood Hospitality Fund I LLC [Member]          
Segment Reporting Information [Line Items]          
Assets Under Management 723,000   723,000   315,000
Estimated Fair Value 200   200   200
Amount at Risk 200   200   200
Private equity          
Segment Reporting Information [Line Items]          
Assets Under Management 0   0   0
Estimated Fair Value 10,900   10,900   9,300
Amount at Risk 10,900   10,900   9,300
Wealth Management          
Segment Reporting Information [Line Items]          
Assets Under Management 3,994,000   3,994,000   3,705,000
Institutional          
Segment Reporting Information [Line Items]          
Assets Under Management 7,111,000   7,111,000   $ 8,029,000
Operating Segments | Advisory          
Segment Reporting Information [Line Items]          
Net fee revenues from external sources 19,202 18,887 57,883 54,573  
Net intersegment revenues 1,912 1,567 6,259 4,612  
Other revenue 1,802 (14) 2,680 174  
Total revenues 22,916 20,440 66,822 59,359  
Segment Assets (347,664) (324,684) (347,664) (324,684)  
Goodwill 23,100 23,100 23,100 23,100  
Equity Method Investments 4,318 4,263 4,318 4,263  
Interest Income, Interest-Earning Asset 97 148 442 462  
Net Income (Loss) Attributable to Parent 3,468 6,230 11,789 13,786  
Segment, Expenditure, Addition to Long-Lived Assets 21 5 1,261 10  
Operating Segments | Trust          
Segment Reporting Information [Line Items]          
Net fee revenues from external sources 5,567 5,416 16,257 15,914  
Net intersegment revenues 36 37 108 115  
Other revenue 0 0 60 0  
Total revenues 5,603 5,453 16,425 16,029  
Segment Assets (48,528) (46,177) (48,528) (46,177)  
Goodwill 16,401 16,401 16,401 16,401  
Equity Method Investments 0 0 0 0  
Interest Income, Interest-Earning Asset 91 128 209 396  
Net Income (Loss) Attributable to Parent 873 893 1,405 2,171  
Segment, Expenditure, Addition to Long-Lived Assets 10 16 950 20  
Total Reportable          
Segment Reporting Information [Line Items]          
Net fee revenues from external sources 24,769 24,303 74,140 70,487  
Net intersegment revenues 1,948 1,604 6,367 4,727  
Other revenue 1,802 (14) 2,740 174  
Total revenues 28,519 25,893 83,247 75,388  
Segment Assets (396,192) (370,861) (396,192) (370,861)  
Goodwill 39,501 39,501 39,501 39,501  
Equity Method Investments 4,318 4,263 4,318 4,263  
Interest Income, Interest-Earning Asset 188 276 651 858  
Net Income (Loss) Attributable to Parent 4,341 7,123 13,194 15,957  
Segment, Expenditure, Addition to Long-Lived Assets 31 21 2,211 30  
Other          
Segment Reporting Information [Line Items]          
Net fee revenues from external sources 0 0 0 0  
Net intersegment revenues (1,948) (1,604) (6,367) (4,727)  
Other revenue 0 0 0 0  
Total revenues (1,948) (1,604) (6,367) (4,727)  
Segment Assets 233,421 216,815 233,421 216,815  
Goodwill 0 0 0 0  
Equity Method Investments 0 0 0 0  
Interest Income, Interest-Earning Asset 0 0 0 0  
Net Income (Loss) Attributable to Parent (1,221) (3,394) (7,765) (10,720)  
Segment, Expenditure, Addition to Long-Lived Assets $ 22 $ 61 $ 657 $ 52