# WRIGHT WEALTH STRATEGIES, LLC

WRIGHT WEALTH STRATEGIES, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 304289
- Type: SEC-registered investment adviser
- SEC file number: 801-131932
- Location: 408 HIGUERA STREET, SUITE 120, SAN LUIS OBISPO, CA, 93401
- Phone: 805-592-1221
- Latest filing: 2026-03-18
- Regulatory AUM: $127.2M
- Discretionary AUM: $95.9M
- Non-discretionary AUM: $31.3M
- Clients: 2
- Accounts: 314

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| LI ZHANG | OPERATIONS MANAGER | Long Island City, NY |
| ZHANG LI | OPERATIONS MANAGER | LIC, NY |
| Andrew James Wright | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| WRIGHT LINUS JAMES | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Brooke Wright | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304289/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304289/similar
- Related entities: https://search.stillhousedata.com/firm/304289/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304289

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.