Adviser Profile
| As of Date | 10/15/2019 |
| Registration status | Registration Changed to WRIGHT WEALTH STRATEGIES, LLC |
| ADV Location | SAN LUIS OBISPO, CA, United States |
| AUM* | 71,700,000 |
| of that, discretionary | 49,800,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 273,664 |
| % High Net Worth | 22.95% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
50M
43M
36M
28M
21M
14M
7M
2019
Private Funds
No private funds