RIGHTWEALTH ADVISORS, LLC

Overview

Rightwealth Advisors, LLC is an independent registered investment adviser that focuses on fee-based wealth management for individuals, families and small institutions. The firm combines financial planning and discretionary portfolio management with registered representative activity tied to a broker-dealer relationship. Investment practice favors liquid public markets—especially exchange-traded equities and ETFs—delivered through separately managed accounts and pooled mutual fund exposures. The adviser is not positioned as an active ESG investor and does not function as a capital allocator; instead it sources third-party managers where needed, particularly for non-core real estate exposure. Fee arrangements include both percentage-of-AUM and fixed fees, allowing flexibility for straightforward portfolio management and planning engagements. Rightwealth registered with the SEC in 2019 and is structured as a limited liability company under individual ownership. Its client base combines high-net-worth individuals and families with small institutional relationships. Business activity integrates advisory work with registered representative duties, which can shape product availability and distribution choices across annuities, mutual funds and managed equity strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices