WRIGHT WEALTH STRATEGIES, LLC

WRIGHT WEALTH STRATEGIES, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 304289). Regulatory assets under management: $127.2M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (5)

NameRoleLocation
LI ZHANGOPERATIONS MANAGERLong Island City, NY
ZHANG LIOPERATIONS MANAGERLIC, NY
Andrew James WrightMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
WRIGHT LINUS JAMESMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Brooke WrightPARTNER

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