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 registered investment adviser that, while classified as an investment-manager-type firm, describes its client base in the brochure as individuals, high net worth individuals, trusts, and estates and offers discretionary investment management alongside financial planning and consulting. The firm says it constructs customized portfolios using ETFs, mutual funds, individual stocks and bonds and may retain legacy positions for tax or fit reasons.
The firm emphasizes continuous personal client contact and a fiduciary duty, using both fundamental and technical analysis and an internal due diligence process to build strategic asset allocations and monitor portfolios. It generally follows a long-term investment approach but notes it may trade or rebalance more frequently as needed to meet client objectives, manage risk, or address cash needs.
Noteworthy details in the firm’s initial ADV filing include that it was newly established and reported no assets under management at the time of the brochure, which is consistent with having few or no active client accounts. The firm’s financial planning offerings include hourly billing ($275 per hour) and fixed-fee engagements ($1,000–$5,000), an arrangement that is less common for firms in this category, and the principal also maintains an insurance license and may receive insurance commissions, creating a potential conflict of interest; the firm also participates in an institutional custodian platform that provides economic benefits to the adviser.
Client services
Expertise
Fee options
Financial planning fixed engagement fees typically range from $1,000 to $5,000
0.75% to 2.00% annually, negotiated based on factors including complexity and asset size
Financial planning services billed at $275 per hour
Fee-only: Investment advisory fees ranging from 0.75% to 2.00% annually, negotiated; financial planning fees billed hourly at $275/hour or fixed fees from $1,000 to $5,000, both negotiable
Main office
Chevy Chase MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
D. Wright Financial · 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 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.
Forms ADV
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