W
Wright Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Wright Wealth Management is a registered investment adviser that, while classified as an investment-manager-type firm, describes its client base in the brochure as individuals, high net worth individuals, trusts, and estates and offers discretionary investment management alongside financial planning and consulting. The firm says it constructs customized portfolios using ETFs, mutual funds, individual stocks and bonds and may retain legacy positions for tax or fit reasons.
The firm emphasizes continuous personal client contact and a fiduciary duty, using both fundamental and technical analysis and an internal due diligence process to build strategic asset allocations and monitor portfolios. It generally follows a long-term investment approach but notes it may trade or rebalance more frequently as needed to meet client objectives, manage risk, or address cash needs.
Noteworthy details in the firm’s initial ADV filing include that it was newly established and reported no assets under management at the time of the brochure, which is consistent with having few or no active client accounts. The firm’s financial planning offerings include hourly billing ($275 per hour) and fixed-fee engagements ($1,000–$5,000), an arrangement that is less common for firms in this category, and the principal also maintains an insurance license and may receive insurance commissions, creating a potential conflict of interest; the firm also participates in an institutional custodian platform that provides economic benefits to the adviser.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
Fee options
Financial planning fixed engagement fees typically range from $1,000 to $5,000
0.75% to 2.00% annually, negotiated based on factors including complexity and asset size
Financial planning services billed at $275 per hour
Fee-only: Investment advisory fees ranging from 0.75% to 2.00% annually, negotiated; financial planning fees billed hourly at $275/hour or fixed fees from $1,000 to $5,000, both negotiable
Main office location
Wright Wealth Management LLC
Chevy Chase MD, United States
Number of offices
1
Most active in
Wright Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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