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Building 2WRIGHT WEALTH STRATEGIES, LLC

Map pinSAN LUIS OBISPO, CA
Phone805-592-1221
NotebookSEC #801-131932
Total AUM
$127.2M
Employees
2
Clients
202

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
$127.2M
Accounts
314
Discretionary
$95.9M
Accounts
309
Non-Discretionary
$31.3M
Accounts
5

ContactClients

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Individual Clients
128
AUM
$25.6M
HNW Individual Clients
68
AUM
$67.9M
Pension/Profit Sharing Plan Clients
5
AUM
$31.3M
Charitable Organization Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges 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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