WRIGHT PLANNING, LLC

WRIGHT PLANNING, LLC of FISHERS, IN is an SEC-registered investment adviser (CRD 319025). Regulatory assets under management: $8.0M.

Registration

• CRD: 319025
• Type: Registered investment adviser
• Location: 14074 TRADE CENTER DRIVE, FISHERS, IN, 46038
• Phone: 317-537-1987
• Latest filing: 2026-02-27
• Regulatory AUM: $8.0M
• Discretionary AUM: $8.0M
• Clients: 2
• Accounts: 48

Business model

Compensation: Hourly, Fixed, Other.

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 319025 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search