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WRIGHT BENEFIT ADVISORS INC.
CRD 289479
711 NEWCASTLE DRIVE, LAKE FOREST, IL, 60045, United States
Phone
(847) 996-6900
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.5M
Discretionary AUM
$5.9M
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $538K |
| High net worth individuals | 3 | $5.4M |
| Pension/profit sharing plans | 5 | $25.6M |
All web addresses on file
Official SEC filing: View on IAPD