Wealthsights Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,987,099
Clients
37
19% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$783,435
About
The firm provides discretionary asset management to individuals, high‑net‑worth individuals, and trusts or estates, delivering personalized investment programs and ongoing portfolio monitoring. Like many independent advisers, it charges fees based on assets under management and does not sponsor wrap fee programs.
Investment programs are built from client‑stated objectives and executed under the firm’s discretionary authority, with periodic account reviews and rebalancing. The firm combines fundamental analysis with technical, charting, and cyclical methods — the explicit use of technical/charting/cyclical analysis is less common among solo independent advisers.
Distinctive features include its small, single‑advisor structure managing roughly $29 million across 37 clients, which results in concentrated advisor oversight. The principal also maintains a separate licensed insurance practice (about 10% of his time) and the firm discloses receipt of custodial support and related economic benefits from its primary custodian; the firm generally does not vote client proxies, leaving proxy voting to clients unless assistance is requested.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.00% annually
Main office location
Wealthsights Investment Management, LLC
Los Angeles CA, United States
Number of offices
1
Most active in
Wealthsights Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · 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
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