Wright Financial, LLC

Wright Financial, LLC (CRD# 114076) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $82,900,000 in 139 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
395 Taylor Blvd, Suite 107, Pleasant Hill, CA 94523
http://www.mwrightfinancial.com
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $596,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wright Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Wright, financial advisor Pleasant Hill CA
Matthew T. Wright
CRD#: 2984888
395 Taylor Blvd., Suite 107, Pleasant Hill, CA 94523
93
Wealthminder
score

Matthew Wright (CRD# 2984888) is an Investment Advisor Representative working at Wright Financial, LLC in Pleasant Hill, CA and has over 20 years of experience in the finance industry.

2
Richard Seel, financial advisor Pleasant Hill CA
Richard W. Seel
CRD#: 811532
395 Taylor Blvd, Suite 107, Pleasant Hill, CA 94523
58
Wealthminder
score

Richard Seel (CRD# 811532) is an Investment Advisor Representative working at Wright Financial, LLC in Pleasant Hill, CA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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