Andrew Wright has been Managing Member & Chief Compliance Officer of Wright Wealth Strategies since July 2019, is a control person of the firm and directly owns between 50% and 75% of it. Andrew Wright holds a Bachelor of Science in Civil Engineering from the University of Rhode Island.
Wright Wealth Strategies, LLC is a San Luis Obispo, CA firm with $127M under management, 202 clients and 1 adviser in one office, as of its March 2026 filing.
Andrew J. Wright is President & Chief Compliance Officer of Wright Wealth Strategies, LLC, based in San Luis Obispo, CA. He has been in the financial services industry since 1995 and began his career as a civil engineer. He is a Registered Representative with LPL Financial, through which securities are offered.
Andrew Wright’s longest registration is the current one, 7 years at Wright Wealth Strategies since 2019. Before joining Wright Wealth Strategies in 2019, Andrew Wright was registered through NWM Advisors, LLC.
- – present · 7 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 304289
- NWM Advisors, LLC– · 3 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 283714
Investment adviser representative registrations
Andrew Wright is registered as an investment adviser representative in 3 states, as a resident of Texas. Each was approved in July 2019.
- CaliforniaSince 11 July 2019
- LouisianaSince 15 July 2019
- TexasResidentSince 11 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 November 1995 |
| Series 7 | General Securities Representative Examination | 10 July 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew James Wright
- CRD
- 2609910
- Firm
- Wright Wealth Strategies · CRD 304289
- Role
- Managing Member & Chief Compliance Officer
- Office
- 408 HIGUERA STREET, SUITE 120, San Luis Obispo, CA 93401
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- wrightws.com
Where does Andrew Wright work?
Andrew Wright has been Managing Member & Chief Compliance Officer of Wright Wealth Strategies, LLC since July 2019, and is a control person of the firm.
Is Andrew Wright a financial advisor?
Yes. Andrew Wright has a current investment-adviser registration in California, Louisiana and Texas, through Wright Wealth Strategies since July 2019.
How many years of experience does Andrew Wright have?
Andrew Wright has 30 years in the financial industry, since June 1996, across 2 adviser firms.
What exams has Andrew Wright passed?
Andrew Wright has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 1995. FINRA credited Andrew Wright with the SIE, which began in October 2018.
Where is Andrew Wright based?
Andrew Wright’s registered office is in San Luis Obispo, CA.
Is Andrew Wright registered with FINRA?
Yes. Andrew Wright has a current broker registration, under CRD 2609910.
Source: FINRA BrokerCheck
How can I verify Andrew Wright’s record?
Search CRD 2609910 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Andrew Wright’s full registration record.
- Brooke WrightPartner
- Li ZhangOperations Manager