Overview
Assets Under Management: $127 million
Headquarters: SAN LUIS OBISPO, CA
High-Net-Worth Clients: 68
Average Client Assets: $1.0 million
Frequently Asked Questions
WRIGHT WEALTH STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304289), WRIGHT WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
WRIGHT WEALTH STRATEGIES, LLC is headquartered in SAN LUIS OBISPO, CA.
WRIGHT WEALTH STRATEGIES, LLC serves 68 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, WRIGHT WEALTH STRATEGIES, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WRIGHT WEALTH STRATEGIES, LLC manages $127 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, WRIGHT WEALTH STRATEGIES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.36%
Average Client Assets: $1.0 million
Total Client Accounts: 314
Discretionary Accounts: 309
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 304289
Filing ID: 2076584
Last Filing Date: 2026-03-18 17:13:59