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WRIGHT WEALTH LLC

ATLANTA, GA · CRD 321215 · IAPD ↗ · 4703731044

$188.5MRegulatory AUM
7Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — WRIGHT WEALTH LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2026 — WRIGHT WEALTH LLC (ATLANTA, GA) is newly SEC-registered with $188.5M RAUM and 6 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.