Wright Wealth Strategies, LLC

RIASEC Registered

Total AUM

$127M

Discretionary

$95.9M

75% of AUM

Avg account

$405K

Accounts

314

Employees

Advisory reps

Firm details

Headquarters: San Luis Obispo, California
CRD number: 304289
Registered since: February 6, 2025
Website: www.wrightws.com
Custodians: LPL FINANCIAL LLC, ASCENSUS TRUST
Fee structure: Percentage of AUM
Client types: HNWI53.36%
Pension & Profit Sharing Plans24.58%
Individuals20.12%
Charitable Organizations1.94%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Wright Wealth Strategies, LLC is an independent, individually owned registered investment adviser formed as an LLC. The firm is SEC-registered (registration year 2025) and provides fee-based advice charged as a percentage of assets under management. Its client mix includes individuals and families as well as institutional and business clients. Core advisory services emphasize discretionary portfolio management for individuals, small businesses and institutions, along with pension consulting services. The firm does not position itself as a capital allocator, does not highlight ESG investing as part of its process, and operates without a multi-state advisory registration.