Street Light Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,891,166
Total clients
13
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$299,320
About
Street Light Wealth Management is a small independent advisor that primarily serves individual clients, along with trusts, estates and business entities, offering discretionary portfolio management, standalone financial plans, 401(k) advisory and project-based consulting and business valuation services. The firm provides both ongoing advisory relationships and one‑time engagements tailored to client needs.
Its investment process emphasizes fundamental equity selection and valuation as the primary drivers of buy and sell decisions, supplemented by asset‑allocation tools and fixed‑income vehicles when appropriate. Options are a central part of portfolio construction and risk management — the firm uses protective puts, writes puts opportunistically during volatility, and occasionally purchases calls — and manages client accounts on a discretionary basis through a single, institutional custody platform with daily monitoring.
Compared with many peers, Street Light operates at boutique scale as a single‑advisor practice with a very small client base and assets under management, and it offers performance‑based compensation options to qualified clients under an arrangement that resets quarterly and uses a high‑water‑mark. The firm also conducts consulting and business valuation work for private equity and investment banking clients and relies on an exclusive broker platform that permits margin and uncovered option strategies, including covering certain transaction costs for complex trades.
Client services
Financial planning
Portfolio management
401(k) advisory and private business valuation
401(k) advisory and private business valuation
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Financial Plans: $2,000 per plan; 401(k) Advisory Service: $200 per paper portfolio; Consulting & Valuation Services: $5,000 per project (negotiable)
$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.15% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.85% $10,000,000+: 0.85%
10% of profits from mark to market P&L per quarter for qualified clients with at least $1,000,000 under management or meeting net worth criteria
Account minimum: $50,000 Minimum fee: $750 minimum annual fee Fee-only: Fees for advisory services only; no commissions or 12b-1 fees received
Main office location
Street Light Wealth Management, LLC
2001 Ross Avenue, #700
Dallas TX 75201, United States
Number of offices
1
Most active in
Street Light Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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