Wright Wealth Strategies provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Wright Wealth Strategies reports 202 clients. They include 128 individual clients, 68 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 75.4% ($95.9M across 309 accounts) are managed with discretion; $31.3M across 5 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 20% |
| High-net-worth individuals | 34% | 53% |
| Pension and profit-sharing plans | 2% | 25% |
| Charitable organizations | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 128 | $25.6M | 20.1% | $200K |
| High-net-worth individuals | 68 | $67.9M | 53.4% | $998K |
| Pension and profit-sharing plans | 5 | $31.3M | 24.6% | $6.25M |
| Charitable organizations | Fewer than 5 | $2.47M | 1.9% | $2.47M |
| Total | 202 | $127M | 100% | — |
- Clients
- 128
- Regulatory AUM
- $25.6M
- AUM share
- 20.1%
- Avg. per client
- $200K
- Clients
- 68
- Regulatory AUM
- $67.9M
- AUM share
- 53.4%
- Avg. per client
- $998K
- Clients
- 5
- Regulatory AUM
- $31.3M
- AUM share
- 24.6%
- Avg. per client
- $6.25M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.47M
- AUM share
- 1.9%
- Avg. per client
- $2.47M
Total
- Clients
- 202
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Wright Wealth Strategies is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Consulting
- Billed as a percentage of managed plan assets, not to exceed 2.00%, with the arrangement set case by case in the consulting agreement.
Andrew Wright owns 50% to 75% of Wright Wealth Strategies. The leadership team of Wright Wealth Strategies includes Chief Compliance Officer Andrew Wright. It has 2 employees, 1 of them in advisory roles.
Leadership
Andrew WrightManaging Member & Chief Compliance Officer- Brooke WrightPartner
- Li ZhangOperations Manager
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 50% to 75% of Wright Wealth Strategies, LLC
Andrew Wright
Control person · since July 2019
- Owns 25% to 50% of Wright Wealth Strategies, LLC
Li Zhang
since July 2019
- Owns 5% to 10% of Wright Wealth Strategies, LLC
Brooke Wright
since January 2026
Wright Wealth Strategies’ regulatory assets went from $124M (March 2025) to $127M (March 2026); clients rose from 185 to 202 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $127M | 202 | 2 | 1 |
| March 2025 | $124M | 185 | 2 | 1 |
Besides its headquarters, Wright Wealth Strategies has 0 offices, with 1 listed address in California.
California · 1 listed address
- 408 Higuera Street, Suite 120, San Luis ObispoHQ
Contact and registration details
- Legal name
- Wright Wealth Strategies, LLC
- Headquarters
- 408 Higuera Street, Suite 120, San Luis Obispo, CA 93401
- Website
- wrightws.com
- Phone
- 805-592-1221
- SEC file
- 801-131932
- Structure
- California LLC
- Fiscal year end
- December
Wright Wealth Strategies uses LPL Financial ($95.9M, 81%) and Ascensus Broker Dealer Services ($23M, 19%) as custodians for its separately managed accounts. Wright Wealth Strategies has custody of $71.2M in client assets for 101 clients.
- LPL FinancialLPL Financial LLC · Boston, MA · $95.9M81%
- Ascensus Broker Dealer ServicesAscensus Broker Dealer Services, LLC · Boston, MA · $23M19%
At year end, Wright Wealth Strategies’ separately managed accounts were mostly in funds (90%).
What the accounts hold
- Stocks4%
- Funds90%
- Cash4%
- Other2%
- Structured notes2%
How many clients does Wright Wealth Strategies have?
Wright Wealth Strategies has 202 clients and manages $127 million for them, as of March 2026. They include 128 individual clients, 68 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Wright Wealth Strategies offer?
Wright Wealth Strategies provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Wright Wealth Strategies use?
Wright Wealth Strategies’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $95.9M and Ascensus Broker Dealer Services, LLC (Boston, MA), with $23M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Wright Wealth Strategies have?
Wright Wealth Strategies has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wright Wealth Strategies invest in?
At the end of its last fiscal year, Wright Wealth Strategies’ separately managed accounts held 90% pooled vehicles (private funds and similar), 4% exchange-traded equities, 4% cash and equivalents and 2% other. The 2% other category is described as: Structured Notes.
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 Strategies?
Wright Wealth Strategies’ direct owners are Andrew Wright (50% to 75%), Li Zhang (25% to 50%) and Brooke Wright (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Wright Wealth Strategies get paid?
Wright Wealth Strategies is paid through a percentage of assets under management. 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 Strategies?
Wright Wealth Strategies’ main office is at 408 Higuera Street, Suite 120, San Luis Obispo, CA 93401. Its phone number is 805-592-1221. Its website is wrightws.com.