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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-2023
- Office Locations
- 1
Office Locations
About Westlight Wealth
Westlight Wealth is an independent, fee-only RIA in Venice/Los Angeles led by CFP®/ChFC® Gustaf Rounick. The firm provides fiduciary financial planning and investment management for families and professionals, covering retirement, tax planning, and estate oversight. Portfolios are evidence-based, using low-cost ETFs with dynamic asset allocation. Hybrid service pairs a secure portal (including a RightCapital plan preview) with in-person meetings; custody via Interactive Brokers.
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Owner & Executives
Jason Gustaf Rounick
Chief Compliance Officer
- CRD
- #7778645
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,350,503 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,350,503 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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