Gustaf Rounick
Westlight Wealth · Venice, California
Gustaf Rounick is a fee-only financial advisor at Westlight Wealth in Venice, California, who holds the BA, CFP and MSC credentials. Gustaf charges a percentage of assets and an ongoing planning fee (1.15% a year on the first tier of assets managed and a $400,000 asset minimum) and focuses on equity compensation, retirement planning and retirement with concentrated positions.
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Specialties
Who they serve
- Executives
- Tech employees
- Pre-retirees
- Founders
- High earners
Facts
| Firm | Westlight Wealth |
|---|---|
| Based in | Venice, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.15% a year on the first tier of assets managed · A $400,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $21.4M across 11 accounts |
| Credentials | BA · CFP · MSC |
| SEC registration | Investment adviser representative in CA · CRD 7778645 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | westlightwealth.com |
How Gustaf's firm compares
- Westlight Wealth's average account is about $1.9 million, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Gustaf
Is Gustaf Rounick a fee-only financial advisor?
Yes. Gustaf Rounick is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gustaf's firm.
How does Gustaf charge for financial advice?
Gustaf charges a percentage of assets and an ongoing planning fee.
How much does Gustaf charge?
According to Westlight Wealth's website, checked October 28, 2026: 1.15% a year on the first tier of assets managed; a $400,000 asset minimum.
Where is Gustaf Rounick based?
Gustaf Rounick is based in Venice, California.
What does Gustaf specialize in?
Gustaf's specialties include equity compensation, retirement planning, retirement with concentrated positions and tax planning. Gustaf works with executives, tech employees, pre-retirees, founders and high earners.
What credentials does Gustaf Rounick hold?
Gustaf Rounick holds the BA, CFP and MSC credentials.
Is Gustaf Rounick registered with the SEC?
Yes. Gustaf Rounick is registered as an investment adviser representative in CA (CRD 7778645), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Westlight Wealth manage?
Westlight Wealth reports $21.4M across 11 accounts in assets under management.
How do I contact Gustaf Rounick?
Through Gustaf's website, westlightwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Westlight Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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