R
$5.2M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
2 Employees
11 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2014
- Office Locations
- 1
Office Locations
325 Eisenhower Drive Unit B Savannah GA
About RL Wright & Associates, LLC
RL Wright & Associates, LLC is a Savannah-based RIA. The firm has been operating for 12 years. Managing $5.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
68 AVG AGE
$5.2M AVG AUM / ADVISOR
$472.7K AVG AUM / CLIENT
12.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RICHARD LEE WRIGHT
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2427015
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $700,000 | -- |
| Total | $5,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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