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, privately owned registered investment adviser that became SEC-registered in 2026. The firm serves both individual/family and institutional clients and acts as a capital allocator, blending in-house portfolio management and financial planning with selection of external managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$141M in ETFs
51%
$72.7M
39%
$68.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| RETURN STACKED(R) GLOBAL STOCKS & BONDS ETF (RSSB) | Active | Global Allocation | $19.4M | 653,153 | 13.71% |
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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