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).
Total Assets Under Management83MILLION
Total Number of Accounts139ACCOUNTS
Average Account Value$596,403
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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.
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.