|
⚲
|
| Wright Wealth Strategies LLC
✚
|
|
|---|---|
| CRD # | 304289 |
| SEC # | 801-131932 |
| CIK # | |
| AUM | $123.6 M (2025-03-24) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 805-592-1221 |
| Address | 408 Higuera Street San Luis Obispo, CA 93401 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 26.8 |
| (b) Individuals (high net worth individuals) | 61 | 56.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 4.8 |
| (g) Pension and profit sharing plans | 7 | 33.4 |
| (h) Charitable organizations | 1 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 318 | 123.6 |
| By Discretionary | ||
| Discretionary | 311 | 90.2 |
| Non-Discretionary | 7 | 33.4 |
| Total | 318 | 123.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 123.2 | |
| Total | 318 | 123.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intelliflo Advisers Inc
✚
|
GA | 0.1 |
|
Bay Cliadakis & Associates LLC
✚
|
CA | 0.1 |
|
Libertas Wealth Management Group Inc
✚
|
OH | 0.1 |
|
Actitrust Wealth Management LLC
✚
|
FL | 0.1 |
|
Going Sebastien Fisher & Lebouef LLP
✚
|
LA | 0.1 |
|
Appian Way Financial LLC
✚
|
CA | 0.1 |
|
Laufer Wealth Management LLC
✚
|
NY | 0.1 |
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |
|
Maceratio LLC
✚
|
FL | 0.1 |
|
ICOM Advisors LLC
✚
|
0.1 |