WRIGHT BENEFIT ADVISORS INC.

WRIGHT BENEFIT ADVISORS INC. of LAKE FOREST, IL is an SEC-registered investment adviser (CRD 289479). Regulatory assets under management: $31.5M.

Registration

• CRD: 289479
• Type: Registered investment adviser
• Location: 711 NEWCASTLE DRIVE, LAKE FOREST, IL, 60045
• Phone: (847) 996-6900
• Latest filing: 2026-06-15
• Regulatory AUM: $31.5M
• Discretionary AUM: $5.9M
• Non-discretionary AUM: $25.6M
• Clients: 2
• Accounts: 26

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289479 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search