CRD: 304289
Wright Wealth Strategies, LLC
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- Custodian
- Ascensus ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2019
- Office Locations
- 1
Office Locations
About Wright Wealth Strategies, LLC
Wright Wealth Strategies, LLC is a San Luis Obispo, CA advisory firm providing stewardship-focused wealth management for clients seeking long-term financial independence, including business owners and entrepreneurs. The team emphasizes an aligned philosophy, anticipatory service, and attentive communications, using time-tested, risk-managed asset allocation across vehicles such as ETFs, mutual funds, and index strategies, and supports clients on the LPL Financial platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREW JAMES WRIGHT
Chief Compliance Officer, Managing Member, Registered Representative
- CRD
- #2609910
- Ownership
- 50% but less than 75%
LI ZHANG
Operations Manager
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,939,000 | $310,482 |
| Non-Discretionary | $31,270,000 | $6,254,000 |
| Total | $127,209,000 | $405,124 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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