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Jason Gustaf Rounick

Westlight Wealth

Venice, CA

CRD 7778645

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Employer firm

Westlight Wealth CRD 327385

$21.4M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Westlight Wealth

Venice, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-27
  • CA RA
    APPROVED
    Since 2023-07-27

Branch Locations

Venice, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Venice CA 06/2012 05/2023
Rounick Capital Management Llc D/B/A Westlight Wealth Venice CA 05/2023 Present
  • 06/2012 → 05/2023
    Self Employed
    Venice, CA
  • 05/2023 → Present
    Rounick Capital Management Llc D/B/A Westlight Wealth
    Venice, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-10
  • S65 Uniform Investment Adviser Law Examination
    2023-07-10
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Gus Rounick

View on SEC IAPD

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