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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-27-2012
- Office Locations
- 1
Office Locations
About Wright Wealth Management, LLC
Wright Wealth Management LLC is an Issaquah, WA-based independent RIA providing disciplined investment management and comprehensive financial planning. The firm emphasizes a collaborative “personal CFO” model where clients retain final decision authority, and integrates tax minimization with estate, retirement, college funding, insurance, and debt planning, including pension/income and executive compensation considerations. Custody includes Charles Schwab.
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Owner & Executives
ROBERT GENE WRIGHT
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2088457
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,204,137 | -- |
| Non-Discretionary | $5,911,358 | -- |
| Total | $43,115,495 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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