WRIGHT WEALTH LLC

WRIGHT WEALTH LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 321215). Regulatory assets under management: $188.5M.

Registration

• CRD: 321215
• SEC file number: 801-136394
• Type: Registered investment adviser
• Location: TWO BALLPARK CENTER, 800 BATTERY AVENUE SE, SUITE 300, ATLANTA, GA, 30339
• Phone: 4703731044
• Latest filing: 2026-06-10
• Regulatory AUM: $188.5M
• Discretionary AUM: $170.0M
• Non-discretionary AUM: $18.5M
• Clients: 7
• Accounts: 839

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321215 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search