Brooke Wright is not listed as a control person, but directly owns between 5% and 10% of Wright Wealth Strategies.
Wright Wealth Strategies is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $127 million, as filed on 18 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8236231
- Firm
- Wright Wealth Strategies · CRD 304289
- Role
- Partner
- In role since
- January 2026 · under a year
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- San Luis Obispo, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Brooke Wright work?
Brooke Wright has been Partner of Wright Wealth Strategies, LLC since January 2026.
How can I verify Brooke Wright’s record?
Brooke Wright’s role is listed on Wright Wealth Strategies, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 304289.
Andrew WrightManaging Member & Chief Compliance Officer- Li ZhangOperations Manager