Wright Wealth LLC

RIASEC RegisteredEst. 2026

Total AUM

$188M

Discretionary

$170M

90% of AUM

Avg account

$225K

Accounts

839

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 321215
Registered since: June 4, 2026
Website: www.wrightwealthllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.24%
Individuals30.57%
Charitable Organizations0.17%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wright Wealth LLC is an independent, individual-owned registered investment adviser organized as an LLC and SEC-registered in 2026. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee model combines AUM-based fees with hourly and fixed-fee engagements, and its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension-related consulting activities, and educational seminars or workshops. Wright Wealth explicitly reports it is not an active ESG investor and is not designated as a multi-state adviser. It describes itself as a capital allocator, indicating a willingness to use third-party managers and external funds as part of client solutions.