STREET LIGHT WEALTH MANAGEMENT, LLC

Overview

Street Light Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and positions equities as the central building block of client portfolios. Its advisory activity centers on discretionary management, using liquid, exchange-traded instruments as the core allocation while supplementing portfolios with selected external alternative managers. Street Light Wealth Management, LLC does not describe itself as an active ESG investor and is organized as a limited liability company with individual ownership. The firm appears to favor a straightforward, equity-first approach: a concentrated allocation to exchange-traded equities and ETFs for the bulk of client capital, combined with targeted allocations to third-party alternative funds where appropriate. Because the firm reports no internal capital allocator role, alternative exposure is achieved through external managers rather than proprietary fund vehicles.

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Public Holdings

Investments & Alternatives

Location & Offices