Westlight Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Westlight Wealth provides discretionary portfolio management and integrated financial planning services to individual and high‑net‑worth clients, delivering an Investment Policy Statement for each client and implementing strategies under discretionary authority. Financial planning is offered as part of the ongoing advisory relationship rather than as a standalone engagement.
The firm combines cyclical, fundamental, and quantitative analysis and implements long‑term, short‑term, and options strategies, including covered and uncovered options and selective allocations to smaller‑capitalization or higher‑beta companies when aligned with a client’s risk tolerance. For planning work it uses a proprietary cash‑flow projection model and Monte Carlo analysis, and conducts at least quarterly account reviews.
Distinctive operational features include a firm requirement that clients custody assets at Interactive Brokers and a disclosed familial relationship between the firm’s principal and a senior Interactive Brokers executive, which the brochure notes as non‑compensatory but a potential conflict of interest. The adviser serves a small client base, maintains a $400,000 account minimum for new clients (waivable), and discloses order aggregation/bunching practices while declining soft‑dollar arrangements.
Client services
Expertise
Fee options
$0 - $500,000: 1.15% $500,000 - $1,000,000: 0.95% $1,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.55% $10,000,000+: 0.30%
Account minimum: $400,000 (may be waived by WW in its discretion)
Main office
Venice CA
Advisors at this office
1
Most active in
California
Also doing business as
Rounick Capital Management LLC · Westlight Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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