Wright Wealth Management Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
168
0% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
168
Very HighAverage account size
$0
About
Wright Wealth Management Group serves individual and high‑net‑worth clients by offering educational seminars, one‑on‑one financial consultations, and referrals to third‑party investment advisors for discretionary portfolio management. The firm does not directly provide portfolio management, custody, or discretionary trading on client accounts.
WWMG provides non‑discretionary, client‑specific advice after gathering information about a client’s financial situation and objectives, and it evaluates third‑party advisors on factors such as performance, methodology and fees before making referrals. The firm uses a mix of analysis techniques — including fundamental, technical, charting and cyclical analysis — and conducts periodic reviews of recommended third‑party managers for continued suitability.
Distinctive features include its affiliation with a broker‑dealer and the fact that its investment adviser representatives are also registered representatives and licensed insurance agents, with commissions and referral compensation accounting for a substantial portion of advisory‑related revenue. The combination of public educational workshops, reliance on third‑party managers rather than in‑house portfolio management, and broker‑dealer ties differentiates WWMG from most supported firms and creates conflicts of interest the firm discloses.
Client services
Selection of other advisers
Educational seminars or workshops
Financial and tax consulting
Expertise
General retirement planning
Fee options
Commissions and fees received from sale of securities and insurance products by IARs; referral fees up to 1.55% per year from TPIAs
Minimum fee: Financial Consultation Services fixed fee ranges from $500 to $10,000 Fee-only: Financial Consultation Services fixed fee between $500 and $10,000; Educational seminars/workshops fees up to $100 per person
Main office location
Wright Wealth Management Group
3181 Clearwater Dr, Suite A
Prescott AZ 86305, United States
Number of offices
1
Most active in
Wright Wealth Management Group has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")