$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Nationwide · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2025
- Office Locations
- 1
Office Locations
-- Louisville KY
About Wrightpoint Wealth
Wrightpoint Wealth is a Louisville-based RIA. The firm has been operating for 0 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Nationwide.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
Ross Noble Wright
Chief Compliance Officer, PRINCIPAL OWNER
- CRD
- #8144863
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,323,854 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,323,854 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing