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RL WRIGHT & ASSOCIATES, LLC
CRD 171032
325 EISENHOWER DRIVE, UNIT B, SAVANNAH, GA, 31406, United States
Phone
912-205-6990
Fax
866-780-6133
Registration
— (—)
Source
State registered
Total AUM
$5.2M
Discretionary AUM
$4.5M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $5.2M |
Official SEC filing: View on IAPD