← Back to searchVisit website
WRIGHT WEALTH LLC
CRD 321215 · SEC 801-136394
TWO BALLPARK CENTER, 800 BATTERY AVENUE SE, SUITE 300, ATLANTA, GA, 30339, United States
Phone
4703731044
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$188.5M
Discretionary AUM
$170.0M
Team
7 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsTAX PREPARATION ASSISTANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $57.6M |
| High net worth individuals | 48 | $130.5M |
| Charitable organizations | 1 | $318K |
| Corporations/business entities | 1 | $45K |
All web addresses on file
Official SEC filing: View on IAPD