Wright Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$93,466,000
Clients
196
Advisors
1
of 2 employees
About
Wright Wealth Strategies serves individuals and high-net-worth clients as well as trusts, estates and corporations, and also advises employer retirement plans, charitable organizations and pooled investment vehicles. Its offering includes discretionary and non-discretionary asset management, access to third‑party model and separately managed account programs, and ongoing retirement plan consulting services.
The firm tailors portfolios to clients’ objectives and monitors and rebalances accounts on an ongoing basis, employing both fundamental and technical analysis and a range of allocation strategies from strategic to tactical or core‑satellite. It also implements model portfolios and third‑party SMA managers through its custodial platform and may utilize structured products, options and private securities where suitable.
Compared with many solo independent advisers, Wright Wealth’s client mix is broader than typical, notably including institutional clients, pension and profit‑sharing plans and pooled vehicles, and the firm accepts ERISA fiduciary responsibilities for plan consulting and participant education. The adviser’s personnel are dually registered and operate on a third‑party custodian platform, a structural arrangement that provides access to programmatic investment solutions and broker‑dealer support services but also shapes available investment options and operational practices.
Client services
Expertise
Fee options
$0+: up to 2.00% annually for Asset Management Fees $10,000+: minimum for Model Wealth Portfolios Program portfolio $25,000+: minimum for Manager Access Select Program portfolio
Representatives may earn commissions as registered representatives of LPL for brokerage clients, but not on advisory accounts.
Main office
408 Higuera Street, Suite 120
San Luis Obispo CA 93401
Advisors at this office
1
Most active in
California · Louisiana · Texas
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.
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