Wright Wealth Management, LLC

Overview

Wright Wealth Management, LLC is an independent registered advisory firm that focuses on serving individuals and families with financial planning and portfolio management. The firm operates under an owner-managed structure and offers a mix of fee arrangements including a percentage of assets under management, hourly fees and fixed fees. Its advisory activity centers on comprehensive planning and discretionary portfolio oversight for individual and small-business clients, with a clear tilt toward using pooled public funds as the primary vehicle for implementing asset allocation. Wright Wealth Management does not identify as an active ESG investor, and it maintains a single-office, concentrated operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices