WRIGHT FINANCIAL, LLC

Overview

Wright Financial, LLC operates as an independent registered investment advisor focused on individual and family clients. The firm functions as a capital allocator rather than a manager of proprietary funds: it builds client portfolios largely from third-party pooled vehicles and external managers and also selects outside advisers when clients require specialist exposure. The business model mixes advisory and brokerage activity — the firm is a registered representative of a broker-dealer and an insurance broker — and its fee arrangements include percentage-of-AUM, hourly, fixed fees and commissionable products. Advisory services advertised include financial planning, portfolio management for individuals and small businesses, manager selection and educational workshops. Investment behavior is conservative in structure: the large majority of assets are held in public pooled funds and mutual funds, while a meaningful portion of the remaining allocation is directed to third-party alternative funds across private equity, real estate, commodities and oil & gas. The firm is not positioned as an ESG-driven investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices