CRD: 312577
Street Light Wealth Management, LLC
$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2021
- Office Locations
- 1
Office Locations
2001 Ross Avenue #700 Dallas TX
About Street Light Wealth Management, LLC
Street Light Wealth Management, LLC is a Dallas-based RIA. The firm has been operating for 5 years. Managing $3.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
42 AVG AGE
$3.9M AVG AUM / ADVISOR
$299.3K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Ben Nathanael Jackson
Founder, Managing Member
- CRD
- #4863398
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,877,100 | -- |
| Non-Discretionary | $14,066 | -- |
| Total | $3,891,166 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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