Wright Wealth Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$93,466,000
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
196
35% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
196
Very HighAverage account size
$476,867
About
Wright Wealth Strategies advises individuals (including both high‑net‑worth and non‑HNW clients), as well as trusts, estates, charitable foundations, corporations, and employer retirement plans. The firm provides discretionary asset management, access to LPL-sponsored model portfolios and separately managed account platforms (Model Wealth Portfolios and Manager Access Select), and ongoing retirement plan consulting.
Portfolios are tailored to client objectives and are monitored and rebalanced on an ongoing basis, with Wright selecting model portfolios or third‑party SMA managers consistent with client needs. Investment decision‑making draws on both fundamental and technical analysis and may include individual equities, bonds, ETFs, options, mutual funds, closed‑end funds, structured products, and other public and private investments.
Compared with many peers, Wright’s adviser group serves pooled investment vehicle clients, a client type that is relatively uncommon for supported firms. The brochure also highlights a broader investment toolkit and the firm’s use of the LPL custodial and model platforms, along with dually registered advisors and insurance licensures, which affect product availability and operational arrangements disclosed to clients.
Client services
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Active portfolio management
Options & derivatives strategies
Fee options
$0+: up to 2.00% annually for Asset Management services $0+: up to 2.60% annually for MWP and MAS programs (consisting of up to 2.00% advisory fee plus up to 0.60% manager fee) $0+: up to 2.00% annually for Retirement Plan Consulting services (based on plan assets)
Commissions earned by dually registered persons on brokerage transactions outside advisory accounts
Account minimum: $10,000 for Model Wealth Portfolios Program (MWP); $25,000 for Manager Access Select Program (MAS); generally no minimum for other services Fee-only: Fees based on percentage of assets under management or plan assets; negotiable fees; no commissions on advisory accounts
Main office location
Wright Wealth Strategies, LLC
408 Higuera Street, Suite 120
San Luis Obispo CA 93401, United States
Number of offices
1
Most active in
Wright Wealth Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · 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 not active or affiliated with:
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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.
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