Firm
Westlight Wealth
Venice, California
Fee-only
Westlight Wealth at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients, 4 of them high net worth.
- Its average account is about $1.9 million (assets it manages divided by its 11 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Venice, California |
|---|---|
| Website | westlightwealth.com |
| [email protected] | |
| Phone | (310) 917-1061 |
Westlight Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.15% a year on the first tier of assets |
|---|---|
| Account minimum | $400,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"First $500,000 On the first half-million 1.15%" source
"The minimum is $400,000 per household." source
"One annual advisory fee, tiered from 1.15% to 0.30% of assets under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $21 million |
| Individual clients | 3 |
| High-net-worth clients | 4 |
| Accounts managed | 11 |
| Employees | 1 |
| Form ADV filed | August 26, 2026 |
| SEC record | CRD 327385 |