WRIGHT FINANCIAL & BUSINESS ADVISORS

WRIGHT FINANCIAL & BUSINESS ADVISORS of FRESNO, CA is an SEC-registered investment adviser (CRD 133346). Regulatory assets under management: $4.2M.

Registration

• CRD: 133346
• Type: Registered investment adviser
• Location: 265 EAST RIVER PARK CIRCLE, FRESNO, CA, 93720-1578
• Phone: 559-228-8375
• Latest filing: 2025-03-28
• Regulatory AUM: $4.2M
• Discretionary AUM: $3.3M
• Non-discretionary AUM: $922K
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133346 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search