Wrightpoint Wealth
Firm details
- Headquarters
- ,
- CRD number
- 337969
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.8%
- Individuals14.2%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wrightpoint Wealth is structured as a limited liability company owned by an individual and operates as a small advisory practice. The firm provides financial planning and portfolio management for individuals and small businesses, and it also performs selection-of-other-advisers work, indicating it can allocate client capital to third-party managers. Its billing mixes percentage-of-assets-under-management fees with fixed-fee arrangements. Wrightpoint is not identified as an active ESG investor and does not report multi-state or pension-consulting activity.
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
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds24%
- Non-Exchange Traded Equities8%
- Cash & Cash Equivalents1%
Contacts
1 of 1Ross Wright
Investment Adviser RepresentativeCRD 8144863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations