Wright Wealth Strategies, LLC
Wright Wealth Strategies, LLC is an SEC-registered mass-market adviser in San Luis Obispo, CA with $127.2M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Wright Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304289, SEC 801-131932, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $127.2M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- San Luis Obispo, CA
- Employees
- 2
- Clients
- 202
- CRD
- 304289
- Ownership
- WRIGHT, ANDREW, JAMES; ZHANG, LI; Wright, Brooke
How much AUM does Wright Wealth Strategies, LLC have?
Wright Wealth Strategies, LLC reported $127.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Wright Wealth Strategies, LLC?
Disclosed owners and executives of Wright Wealth Strategies, LLC include WRIGHT, ANDREW, JAMES, ZHANG, LI, Wright, Brooke. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.