Matthew Wright (CRD# 2984888) is an Investment Advisor Representative working at Wright Financial, LLC in Pleasant Hill, CA and has over 26 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management Inc. | Pleasant Hill, CA | Jan 2023 - Current | 1 |
| Wright Financial, LLC | Pleasant Hill, CA | Aug 2017 - Current | 6 |
| Independent Financial Group, LLC | Pleasant Hill, CA | Jul 2022 - Jan 2023 | < 1 |
| Npb Financial Group, LLC | Pleasant Hill, CA | Jan 2007 - Jul 2022 | 15 |
| Seel & Wright, LLC | Pleasant Hill, CA | Nov 2005 - Aug 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- CA
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts314ACCOUNTS
-
Average Account Value$229,927
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA
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