Westlight Wealth

Overview

Westlight Wealth is a small, privately owned advisory firm that manages portfolios for individuals and families, and provides portfolio management for small businesses. The firm's business model is fee-based, charging a percentage of assets under management. Investment activity is heavily equity-oriented: the adviser favors exchange-traded equities as the primary vehicle for implementing client strategies and runs fully discretionary mandates. Custody with Interactive Brokers suggests an emphasis on liquid, tradable instruments and the ability to trade across U.S. and global markets. Client work appears high-touch and concentrated. With a limited client base and a relatively large average household size, Westlight Wealth constructs portfolios that lean on separately managed account (SMA) structures and marketable securities rather than extensive use of private or hard-to-value holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices