Westlight Wealth
RIAState Registered
Total AUM
$21.4M
Discretionary
$21.4M
100% of AUM
Avg account
$1.9M
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327385
- Website
- www.westlightwealth.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.17%
- Individuals4.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Westlight Wealth is an independent registered investment adviser organized as a limited liability company and registered in California. The firm is owner-operated and serves individual and family clients, offering portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management. Westlight Wealth does not position itself as an ESG investor and is focused on core discretionary portfolio management rather than pension consulting or multi-state advisory operations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents18%
- Public Funds/Mutual Funds4%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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