Multi-Family OfficeRIA · CRD 327385SEC-Registered

Updated:

Westlight Wealth

WESTLIGHT WEALTH is an SEC-registered investment adviser in SANTA MONICA, CA. It manages approximately $21 million in regulatory assets. The firm has 1...

Westlight Wealth

WESTLIGHT WEALTH is an SEC-registered investment adviser in SANTA MONICA, CA. It manages approximately $21 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Santa Monica

Corporate office

San Francisco, CA, United States

Principals

Erik Strid

CEO & Founding Principal

Josh Suskewicz

Partner

Sector focus

FinTechEnterprise SoftwareAI/MLClimateTechConsumer

Frequently asked questions

Who runs investment decisions at Westlight Wealth?

Erik Strid and Josh Suskewicz jointly lead the firm's investment and advisory decisions. Strid, the founding principal, and Suskewicz, a partner, operate the firm's portfolio construction and direct venture access. The firm does not advertise a separate investment committee beyond the principal level, consistent with a lean, high-touch multi-family office model.

How does Westlight Wealth source its venture capital deal flow?

Westlight accesses venture opportunities primarily through relationships with Bay Area general partners and co-investor networks that overlap with its client base of technology founders and executives. The firm does not operate a proprietary venture fund but participates in select direct deals and fund commitments sourced via its principals' relationships within the San Francisco technology ecosystem.

Is Westlight Wealth a single-family office or does it serve multiple families?

Westlight Wealth is a multi-family office registered as an investment advisor. It serves a deliberately limited number of families, concentrated within the San Francisco technology sector, rather than operating as a single-family office for one wealth creator. The firm's capacity-constrained model is central to its identity.

Does Westlight Wealth offer fund commitments or only direct deals?

Westlight constructs portfolios that include both direct investments and fund commitments. The firm uses commingled venture capital, growth equity, and private credit funds as core building blocks, supplemented by select direct co-investment opportunities that it sources alongside established general partners.

How is Westlight Wealth's approach different from a traditional wealth manager?

Westlight functions more like an outsourced chief investment officer than a traditional wealth manager. It does not distribute a standard menu of third-party products. Instead, it builds fully customized investment programs that integrate institutional manager selection, direct venture access, concentrated stock strategies, and tax-aware planning for each client family, operating on a fiduciary basis under its RIA registration.

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