Wright Wealth LLC

RIASEC & State Registered
Total AUM
$188M
Discretionary
$170M
90% of AUM
Avg account
$225K
Accounts
839
Employees
7
Advisory reps
7

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, owner-operated RIA structured as an LLC. The firm is registered with the SEC (registered in 2026) and describes itself as a capital allocator serving both individuals/families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars/workshops. Compensation methods include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Wright Wealth does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Exchange Traded Equities 23%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities23%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 7

  • Richard Maurice

    Senior Financial AdvisorCRD 4254502

  • John Duncan

    John Duncan

    Investment Advisor RepresentativeCRD 6323404

  • Stephen Wade

    Stephen Wade

    Director, InvestmentCRD 5919229

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 26

Active vs passive

$135M in ETFs

Passive

51%

$69.3M

Active

39%

$65.5M

ETFProviderStyleCategoryValueShares% of portfolio
RETURN STACKED(R) GLOBAL STOCKS & BONDS ETF (RSSB)ActiveGlobal Allocation$18.9M615,40914.05%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth