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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2022
- Office Locations
- 5
Office Locations
About Wright Wealth LLC
Wright Wealth is an Atlanta-area private wealth manager providing investment management and strategic financial planning, with a focus on retirement and tax-aware, cost-efficient portfolio construction. The firm serves retirees, senior executives, and young professionals, and primarily implements portfolios using ETFs. Led by credentialed advisors (CFA, CIMA, CFP) and custodied with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFERY VERNON WRIGHT
Chief Executive Officer, PARTNER
- CRD
- #6086214
- Ownership
- 50% but less than 75%
TIMOTHY SEAN BENBOW
Chief Compliance Officer, PARTNER, Wealth Advisor
- CRD
- #4901380
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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John Allan Duncan
--
- CRD
- #6323404
Andrew J. Edwards
--
- CRD
- #8261989
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,961,118 | $259,087 |
| Non-Discretionary | $18,501,092 | $101,099 |
| Total | $188,462,210 | $224,627 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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