RIA Intel›Advisers›California›WRIGHT FINANCIAL, LLC

WRIGHT FINANCIAL, LLC

Advisory

PLEASANT HILL, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA
#3,045
of 5,480 advisers by AUM
AUM change, 1 year
-5.9%
27th percentile in CA
AUM CAGR, 3 year
+22.6%
compound annual growth
Average account
$227K
across 337 accounts
AUM per adviser
$76M
1 advisers
Filing history
19
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$76M
1-Year AUM Growth
-5.9%
3-Year CAGR
+22.6%
Employees
2
Assets Under Management
Total AUM$76M
Discretionary AUM$0
Non-Discretionary AUM$76M
Discretionary %0%
Total Clients126
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingAug 7, 2001
Latest FilingMar 25, 2026
Full AUM trend chart and 19 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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