Wright Wealth Strategies, LLC
● SEC registered since 2025CRD 304289SEC# 801-131932San Luis Obispo, CA
Reg. AUM
$127.2M
Employees
2
Accounts
314
Location
San Luis Obispo, CA
About Wright Wealth Strategies
Wright Wealth Strategies encourages investing with anticipation rather than apprehension and seeks clients who view advice as an evolving partnership. The practice blends planning, risk management, and research resources to match fluid client needs.
Summary based on the firm’s website.
Wright Wealth Strategies, LLC assets under management
Wright Wealth Strategies, LLC is an investment advisory firm registered with the SEC based in San Luis Obispo, CA. The firm has been registered since 2025. It reports $127.2 million in regulatory assets under management and employs 2 people.
Wright Wealth Strategies, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Wright Control | Managing Member & Chief Compliance Officer | 50-75% | 2019 |
| Brooke Wright | Partner | 5-10% | 2026 |
| Li Zhang | Operations Manager | 25-50% | 2019 |
Frequently asked questions
How much does Wright Wealth Strategies, LLC manage?
Wright Wealth Strategies, LLC reports $127.2 million in regulatory assets under management on its Form ADV.
How many employees does Wright Wealth Strategies, LLC have?
Wright Wealth Strategies, LLC reports 2 employees.
Where is Wright Wealth Strategies, LLC located?
Wright Wealth Strategies, LLC is based in San Luis Obispo, CA and has been SEC-registered since 2025.
Does Wright Wealth Strategies, LLC disclose fund performance?
Wright Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 408 Higuera Street, Suite 120, San Luis Obispo, CA 93401 |
| Phone | 805-592-1221 |
| Fax | 805-592-1222 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.2MNo change
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$127.2Mregulatory AUM
Discretionary $95.9MNon-discretionary $31.3M