Wright Wealth LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 321215
- Registered since
- June 4, 2026
- Website
- www.wrightwealthllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.24%
- Individuals30.57%
- Charitable Organizations0.17%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wright Wealth LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. It is a capital allocator that serves both individual and family clients as well as institutional investors. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and provides financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational workshops. Wright Wealth is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities23%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 6
John Duncan
Investment Advisor RepresentativeCRD 6323404
Jeffery Wright
Wealth AdvisorCRD 6086214
Richard Maurice
Senior Financial AdvisorCRD 4254502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$135M in ETFs
51%
$69.3M
39%
$65.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| RETURN STACKED(R) GLOBAL STOCKS & BONDS ETF (RSSB) | Active | Global Allocation | $18.9M | 615,409 | 14.05% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 2 Ballpark Ctr Battery Ave
- Time zone
- ET (UTC-5)
- Office locations
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