Westlight Wealth
Categories
Financial ServicesFinance and InsuranceInvestment Services
About Us
Westlight Wealth is my solo, fee-only financial planning and investment management practice. I work with professionals, executives and families across Los Angeles, most often in one of three situations: equity compensation and concentrated stock, including RSUs, options and QSBS; a retirement now inside ten years; or money that has arrived all at once through a business sale, an inheritance or a large payout.
I write the plan and manage the portfolio myself. One published advisory fee, tiered from 1.15% to 0.30% of assets a year, with planning included and nothing sold separately. No commissions, no product sales. The household minimum is $400,000.
The registered office is in Venice; client meetings are by appointment at 100 Wilshire Blvd, Suite 700, Santa Monica. Westlight Wealth is the trade name of Rounick Capital Management, LLC, an investment adviser registered with the California Department of Financial Protection and Innovation, CRD 327385. Registration does not imply a certain level of skill or training.
The first step is a complimentary 15-minute call.
