Wright Financial
Firm details
- Headquarters
- Rockland, Massachusetts
- CRD number
- 343380
- Registered since
- August 11, 2026
- Website
- thewrightfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wright Financial is a limited liability company that registered with the SEC in 2026. The firm is individually owned and is identified in the source data as an unclassified adviser. Its stated advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Wright Financial bills clients through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. The firm is marked as a capital allocator and has an industry affiliation with an insurance company. It is a newly formed, single-state adviser and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Rockland, MA
Plymouth
Location
Rockland, MA
Headquartered in Rockland, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 100 Ledgewood Pl
- Time zone
- ET (UTC-5)
- Office locations
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