RIA Intel›Advisers›Washington›WRIGHT WEALTH MANAGEMENT, LLC

WRIGHT WEALTH MANAGEMENT, LLC

Advisory

WA

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account

$263K

across 164 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$37M

Non-Discretionary AUM$6M

Discretionary %86.3%

Total Clients47

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

47 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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