Wright Financial, LLC

Overview

Wright Financial, LLC is an independent fee-based advisory firm organized as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients and presents itself as a capital allocator that can place client capital with outside managers. It operates in both advisory and broker/insurance capacities: the firm is a registered representative of a broker-dealer and is licensed as an insurance broker. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops or seminars. Its billing mix is varied — percentage of AUM, hourly fees, fixed fees and commissions are all used. The firm is not identified as an ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives