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WRIGHT WEALTH STRATEGIES, LLC

SAN LUIS OBISPO, CA · CRD 304289 · IAPD ↗ · wrightws.com · 805-592-1221

$127.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — WRIGHT WEALTH STRATEGIES, LLC (SAN LUIS OBISPO, CA) is newly SEC-registered with $127.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.