Wright Wealth Management, LLC

Wright Wealth Management, LLC (CRD# 162326) is a financial advisory firm headquartered in , . They manage $33,266,318 in 160 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.wrightwealthmgmt.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $207,914
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Wright Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Wright, financial advisor Issaquah WA
Robert G. Wright
CRD#: 2088457
Issaquah, WA

Robert Wright (CRD# 2088457) is an Investment Advisor Representative working at Wright Wealth Management, LLC in Issaquah, WA 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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