Seel & Wright, LLC

Seel & Wright, LLC (CRD# 114076) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $81,800,000 in 142 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.seelandwright.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $576,056
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)
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 Seel & Wright, 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 Seel & Wright, LLC in Pleasant Hill, CA and has over 19 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 Seel & Wright, LLC in Pleasant Hill, CA and has over 32 years of experience in the finance industry.

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