Wright Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 162326
- Website
- www.wrightwealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.41%
- Individuals38.59%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wright Wealth Management, LLC is an independent registered investment advisory firm organized as an LLC and owned by an individual. The practice focuses on individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing can include a percentage-of-AUM fee, as well as hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator, is not flagged as an active ESG investor, and does not identify as a multi-state or pension consultant adviser. It maintains an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
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 Funds98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Robert Wright
Founder and PresidentCRD 2088457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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