Wright Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
Wright Wealth reports 242 clients. They include 192 individual clients, 48 high-net-worth individuals and 1 charitable organization. Of its assets, 90.2% ($170M across 656 accounts) are managed with discretion; $18.5M across 183 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 31% |
| High-net-worth individuals | 20% | 69% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 192 | $57.6M | 30.6% | $300K |
| High-net-worth individuals | 48 | $130M | 69.2% | $2.72M |
| Charitable organizations | Fewer than 5 | $318K | 0.2% | $318K |
| Corporations and other businesses | Fewer than 5 | $44.6K | 0.0% | $44.6K |
| Total | 242 | $188M | 100% | — |
- Clients
- 192
- Regulatory AUM
- $57.6M
- AUM share
- 30.6%
- Avg. per client
- $300K
- Clients
- 48
- Regulatory AUM
- $130M
- AUM share
- 69.2%
- Avg. per client
- $2.72M
- Clients
- Fewer than 5
- Regulatory AUM
- $318K
- AUM share
- 0.2%
- Avg. per client
- $318K
- Clients
- Fewer than 5
- Regulatory AUM
- $44.6K
- AUM share
- 0.0%
- Avg. per client
- $44.6K
Total
- Clients
- 242
- Regulatory AUM
- $188M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Wright Wealth charges 0.25%–1.00% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Ongoing financial planning is a fixed fee of $250 to $1,500 a month, $250 an hour for work outside the plan scope, and an initial fee of no more than $2,000.
- Money Membership
- The Money Membership financial health check program is $79 per month.
- Retirement Plan Consulting
- Retirement plan investment consulting is a straight tier of 0.50% on assets to $1,000,000 and 0.40% above, and is negotiable.
Jeffery Wright owns 50% to 75% of Wright Wealth. It has 7 employees.
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Wright Wealth LLC
Jeffery Wright
Control person · since June 2025
- Owns 10% to 25% of Wright Wealth LLC
Stephen Wade
Control person · since June 2025
- Owns 10% to 25% of Wright Wealth LLC
Timothy Benbow
Control person · since June 2025
Besides its headquarters, Wright Wealth has 7 offices (6 private residences, listed without an address), with 2 listed addresses in 1 state.
Georgia · 2 listed addresses
- Two Ballpark Center, 800 Battery Avenue Se, Suite 300, AtlantaHQ
- 125 Town Park Drive, Kennesaw
Contact and registration details
- Legal name
- Wright Wealth LLC
- Headquarters
- Two Ballpark Center, 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339
- Website
- Not reported
- Phone
- 470-373-1044
- @wright-wealth-llc
- SEC file
- 801-136394
- Structure
- Georgia LLC
- Fiscal year end
- December
Wright Wealth’s named custodian for separately managed accounts is Charles Schwab ($184M). Wright Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $184M100%
At year end, Wright Wealth’s separately managed accounts were mostly in funds (74%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $167M across 54 positions; the largest are Tidal Trust II (11.4%), Vanguard Scottsdale Fds (11.2%) and Apple Inc. (7.0%).
What the accounts hold
- Stocks23%
- Funds74%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash1%
How many clients does Wright Wealth have?
Wright Wealth has 242 clients and manages $188 million for them, as of September 2026. They include 192 individual clients, 48 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Wright Wealth offer?
Wright Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wright Wealth charge?
Wright Wealth charges 0.25%–1.00% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Wright Wealth use?
Wright Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $184M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does Wright Wealth have?
Wright Wealth has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wright Wealth invest in?
At the end of its last fiscal year, Wright Wealth’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wright Wealth?
Wright Wealth’s direct owners are Jeffery Wright (50% to 75%), Stephen Wade (10% to 25%) and Timothy Benbow (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Wright Wealth get paid?
Wright Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wright Wealth?
Wright Wealth’s main office is at Two Ballpark Center, 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339. Its phone number is 470-373-1044.