Wright Wealth LLC
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
FINTRXOverview
Wright Wealth LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm operates as a capital allocator serving both individuals and families as well as institutional clients. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection and oversight of other advisers, pension-related consulting work, and educational seminars and workshops. The firm does not identify as an active ESG investor and is structured as a single-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities23%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 6
John Duncan
Investment Advisor RepresentativeCRD 6323404
Jeffery Wright
Wealth AdvisorCRD 6086214
Richard Maurice
Senior Financial AdvisorCRD 4254502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$120M in ETFs
51%
$61.9M
39%
$58.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $17.9M | 305,366 | 14.85% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 2 Ballpark Ctr Battery Ave
- Time zone
- ET (UTC-5)
- Office locations
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