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
Wright Wealth Management, LLC
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts160ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at Wright Wealth Management, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.