WRIGHT WEALTH STRATEGIES, LLC

RIASEC RegisteredEst. 2025

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 registered investment adviser organized as a limited liability company. The firm is SEC-registered (2025) and owned by an individual. It manages wealth for both individual/family clients and institutional or business clients, charging fees based on a percentage of assets under management. Core advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.