WRIGHT WEALTH STRATEGIES, LLC
SEC Form ADV profile.
Total regulatory AUM
$127,209,000
Discretionary
$95,939,000
Non-discretionary
$31,270,000
Firm details
- CRD number
- 304289
- SEC file number
- 801-131932
- Main office
- SAN LUIS OBISPO, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTPS://WWW.WRIGHTWS.COM
- Fee structure
-
Percentage of AUM
As of October 2026.