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Building 2WRIGHT WEALTH STRATEGIES, LLC

Map pinSAN LUIS OBISPO, CA
Phone805-592-1221
NotebookSEC #801-116944
Total AUM
$71.7M
Employees
2
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
408 HIGUERA STREET
SUITE 120
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
805-592-1221

ReceiptFinancials

Total AUM
$71.7M
Accounts
270
Discretionary
$49.8M
Accounts
262
Non-Discretionary
$21.9M
Accounts
8

ContactClients

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Individual Clients
90
AUM
$19.9M
HNW Individual Clients
28
AUM
$24M
Pooled Vehicle Clients
4
AUM
$5.9M
Pension/Profit Sharing Plan Clients
8
AUM
$21.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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