Wright Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wright Wealth Management is a single-advisor independent registered investment adviser that provides comprehensive financial planning, investment management, and financial consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm issues written financial plans for planning clients and offers ongoing portfolio management tailored to each client’s goals, time horizon and risk tolerance.
The firm’s investment approach centers on a customized Investment Policy Statement, diversified allocations across and within asset classes, and a long-term orientation using mutual funds, ETFs and individual securities, with limited use of strategies such as covered-call writing when appropriate. Wright Wealth typically requests discretionary trading authority (with non-discretionary services available upon request) and provides a one-time written financial plan for planning clients, with further reporting or plan updates available only through additional engagement.
A feature that distinguishes Wright Wealth from many independent peers is that the sole advisor maintains an insurance license and may recommend insurance and annuity products, while stating he does not implement sales or receive compensation from those recommendations; this type of insurance affiliation is less common among independent firms. The advisor also serves as an adjunct faculty instructor at the University of Washington (about 10% of his time), and the firm operates as a solo practice managing a focused client base.
Client services
Expertise
Fee options
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.70% $2,500,001+: 0.60%
$250 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: $250 per hour for financial planning and consulting services
Main office
Issaquah WA
Advisors at this office
1
Most active in
California · Washington
Also doing business as
Wright Wealth Management · Wright Wealth Management, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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