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WRIGHT WEALTH LLC
ATLANTA, GA
4703731044
SEC #801-136394Total AUM
$188.5M
Employees
6Clients
242Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
TWO BALLPARK CENTER
800 BATTERY AVENUE SE, SUITE 300
ATLANTA
GA 30339
United States
800 BATTERY AVENUE SE, SUITE 300
ATLANTA
GA 30339
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
4703731044
Other Offices
6
Financials
Total AUM
$188.5M
Accounts
839Discretionary
$170M
Accounts
656Non-Discretionary
$18.5M
Accounts
183
Clients
Individual Clients
192AUM
$57.6M
HNW Individual Clients
48AUM
$130.5M
Charitable Organization Clients
1AUM
$318.3K
Corporation or Business Clients
1AUM
$44.6K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION ASSISTANCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCAFLGANCNYSCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.