|
⚲
|
| Wright Wealth LLC
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|
|
|---|---|
| CRD # | 321215 |
| SEC # | 801-136394 |
| CIK # | 0002046147 |
| AUM | $188.5 M (2026-06-10) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 470-373-1044 |
| Address | Two Ballpark Center Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.3 | ||
| Annaly Capital Management Inc | 6.1 | ||
| Alphabet Inc | 2.1 | ||
| Reaves Utility Income Fund | 1.8 | ||
| Alphabet Inc | 1.6 | ||
| Nuveen Preferred & Income Opportunities Fund | 1.5 | ||
| Denison Mines Corp | 0.7 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 57.6 |
| (b) Individuals (high net worth individuals) | 48 | 130.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 839 | 188.5 |
| By Discretionary | ||
| Discretionary | 656 | 170.0 |
| Non-Discretionary | 183 | 18.5 |
| Total | 839 | 188.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.5 | |
| Total | 839 | 188.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002046147] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valued Retirements Inc
✚
|
TX | 0.2 |
|
Conceptual Financial Advisors LLC
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|
WI | 0.2 |
|
TT Capital Management LLC
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|
0.2 | |
|
Odyssey Capital Advisors Inc
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|
PA | 0.2 |
|
Hahn Financial Group Inc
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|
SD | 0.2 |
|
Ivy League Financial Advisors LLC
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|
MD | 0.2 |
|
SDR Investment Management Inc
✚
|
FL | 0.2 |
|
KFG LLC
✚
|
SD | 0.2 |
|
Heritage Financial Advisors LLC
✚
|
OH | 0.2 |
|
Wall Street Financial Group Inc
✚
|
IL | 0.2 |