Wright Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wright Wealth Management Group serves individual and high‑net‑worth clients by offering educational seminars, one‑on‑one financial consultations, and referrals to third‑party investment advisors for discretionary portfolio management. The firm does not directly provide portfolio management, custody, or discretionary trading on client accounts.
WWMG provides non‑discretionary, client‑specific advice after gathering information about a client’s financial situation and objectives, and it evaluates third‑party advisors on factors such as performance, methodology and fees before making referrals. The firm uses a mix of analysis techniques — including fundamental, technical, charting and cyclical analysis — and conducts periodic reviews of recommended third‑party managers for continued suitability.
Distinctive features include its affiliation with a broker‑dealer and the fact that its investment adviser representatives are also registered representatives and licensed insurance agents, with commissions and referral compensation accounting for a substantial portion of advisory‑related revenue. The combination of public educational workshops, reliance on third‑party managers rather than in‑house portfolio management, and broker‑dealer ties differentiates WWMG from most supported firms and creates conflicts of interest the firm discloses.
Client services
Expertise
Fee options
Commissions and fees received from sale of securities and insurance products by IARs; referral fees up to 1.55% per year from TPIAs
Minimum fee: Financial Consultation Services fixed fee ranges from $500 to $10,000 Fee-only: Financial Consultation Services fixed fee between $500 and $10,000; Educational seminars/workshops fees up to $100 per person
Main office
3181 Clearwater Dr, Suite A
Prescott AZ 86305
Advisors at this office
1
Most active in
Arizona · Texas
Also doing business as
C.W. Wright Financial Group LLC · Wright Wealth Advisors LLC · Wright Wealth Management Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
Forms ADV
Quick links
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