Wright Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$188,099,266
Clients
240
Advisors
7
of 7 employees
About
Wright Wealth provides investment management and financial planning to individuals, high‑net‑worth clients, employer retirement plans, charitable organizations, and businesses. The firm offers ongoing discretionary portfolio management, comprehensive financial planning engagements, retirement plan consulting, and tax preparation assistance as part of its advisory services.
Wright Wealth builds portfolios around asset allocation using a mix of passive and active strategies and applies methods including fundamental, technical, and tactical analysis consistent with modern portfolio theory. The firm may engage third‑party Outside Managers, tailors investment policies and client‑imposed restrictions, and conducts periodic reviews and monitoring of accounts.
Noteworthy features compared with many peers include Wright Wealth’s offering of educational seminars and speaking engagements (with stated fee structures and travel terms) and a Money Membership program that provides access to a financial app, newsletters, and limited advisor communication. The brochure also discloses that tax preparation assistance can be provided within advisory engagements and that the firm recently transitioned its registration to the SEC, details that may be of interest to prospective clients.
Client services
Expertise
Occupation focus
Fee options
Initial financial planning fee up to $2,000 (may be reduced or waived)
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.60% $6,000,001 - $8,000,000: 0.40% $8,000,001 - $10,000,000: 0.25% $10,000,001 - Negotiable: Negotiable
$250/hour for work outside the original scope of financial planning
Money Membership membership fee $79 per month
Fee-only: Financial planning fees $250-$1,500 per month (ongoing fixed fee), hourly fees of $250/hour for additional work
Main office
Two Ballpark Center, 800 Battery Avenue SE, Suite 300
Atlanta GA 30339
Advisors at this office
7
Most active in
Alabama · California · Florida · Georgia · New Hampshire · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Timothy B
CFP®, Series 66
Atlanta, GA
Wright Wealth LLC
Timothy Benbow is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wright Wealth LLC and has previously worked at firms including NovaPoint Capital LLC, Bull's Eye Investment Group, Waterloo Capital Management, Black Diamond Investment Partners, and Raymond James & Associates. Wright Wealth LLC provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm employs both passive and active investment strategies based on modern portfolio theory and offers additional services such as retirement plan consulting and tax preparation assistance.
Richard M
Series 66
Atlanta, GA
Wright Wealth LLC
Richard Maurice is a financial advisor at Wright Wealth LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ironridge Wealth Management, Waterloo Capital Management, and Black Diamond Investment Partners. Outside of advising, he owns and operates a staffing agency. Wright Wealth provides investment management and financial planning to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm builds portfolios using a blend of passive and active strategies and offers services including discretionary portfolio management, retirement plan consulting, and tax preparation assistance.
Jeffery W
CFA®, Series 66
Atlanta, GA
Wright Wealth LLC
Jeffery Wright is a CFA® charterholder and Series 66 licensee with 13 years of industry experience. He is a founding member of Wright Wealth LLC and also founded 550 Capital Partners LLC, where he focuses on raising capital for startup investments. His prior experience includes roles at NovaPoint Capital LLC, Bank of America, N.A., and Merrill. Wright Wealth LLC provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies based on asset allocation and offers educational seminars along with a membership program that includes financial tools and limited advisor communication.
John D
Series 66
Atlanta, GA
Wright Wealth LLC
John Duncan is a financial advisor at Wright Wealth LLC in Atlanta, GA, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including NovaPoint Capital LLC, Capital Asset Advisory Services, and Edward Jones. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm employs a mix of passive and active strategies based on modern portfolio theory and offers services such as discretionary portfolio management, retirement plan consulting, and tax preparation assistance.
Stephen W
Series 63, Series 65
Atlanta, GA
Wright Wealth LLC
Stephen Wade is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for eight years and RegentAtlantic for three years. Wright Wealth LLC offers investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm utilizes both passive and active strategies based on modern portfolio theory and provides services including discretionary portfolio management, financial planning, retirement plan consulting, and tax preparation assistance.
Matthew L
Series 65
Atlanta, GA
Wright Wealth LLC
Matthew Lunger is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wright Wealth in 2026, he operated as a self-employed consultant and led Kate Lunger Consulting over an eight-year period combined. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines passive and active strategies within its asset allocation approach, offering discretionary portfolio management, retirement plan consulting, and tax preparation assistance, alongside educational seminars and a membership program for client engagement.
Andrew E
Series 65
Atlanta, GA
Wright Wealth LLC
Andrew Edwards is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding the Series 65 designation. He began his advisory career with Wright Wealth in 2025 and has prior experience serving in the US Army from 2021 to 2026. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses, using a blend of passive and active strategies guided by modern portfolio theory. The firm also offers educational seminars, retirement plan consulting, and tax preparation assistance as part of its advisory services.
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