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WRIGHT FINANCIAL, LLC
CRD 114076 · SEC 801-60474
395 TAYLOR BLVD, SUITE 107, PLEASANT HILL, CA, 94523, United States
Phone
925-246-7982
Fax
925-246-7984
Registration
— (—)
Source
State registered
Total AUM
$76.4M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 126 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $25.2M |
| High net worth individuals | 39 | $51.2M |
Official SEC filing: View on IAPD