Wright Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 312237
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wright Wealth Management LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a personalized approach to wealth management, catering to the specific needs of its clients. It does not engage in capital allocation and is not classified as a multi-state adviser. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing flexibility in how clients are billed for services rendered.
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
Owners & executives
1 of 1Donald Wright
Chief Compliance OfficerCRD 4479720
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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