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Westlight Wealth
Westlight Wealth provides fee-only financial planning and investment management for professionals, executives, and families across Los Angeles.
Overview
Westlight Wealth provides fee-only financial planning and investment management for professionals, executives, and families across Los Angeles. It is a solo, fee-only fiduciary practice and independent RIA. The same advisor builds and manages client portfolios and writes and maintains financial plans. Westlight earns only advisory fees, with no commissions or product sales.
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
Frequently asked questions
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.
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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