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WRIGHT PLANNING, LLC
CRD 319025
14074 TRADE CENTER DRIVE, STE 201, FISHERS, IN, 46038, United States
Phone
317-537-1987
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.0M
Discretionary AUM
$8.0M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees; PERCENTAGE OF CLIENT'S NET WORTH
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.3M |
| High net worth individuals | 9 | $6.8M |
All web addresses on file
Official SEC filing: View on IAPD