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WRIGHT WEALTH STRATEGIES, LLC
CRD 304289 · SEC 801-131932
408 HIGUERA STREET, SUITE 120, SAN LUIS OBISPO, CA, 93401, United States
Phone
805-592-1221
Fax
805-592-1222
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.2M
Discretionary AUM
$95.9M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $25.6M |
| High net worth individuals | 68 | $67.9M |
| Pension/profit sharing plans | 5 | $31.3M |
| Charitable organizations | 1 | $2.5M |
States served
CA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD