This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.73 fund_share=0.0 institutional_share=0.27 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$127MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$95.9M

Private client RAUM

$93.5MderivedItem 5.D individuals plus high net worth individuals

Private client share

73%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$127Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

314

Individual clients

128

High net worth clients

68

Custody, client assets

$71.2M

SEC number

801-131932

CRD

304289

Filings on the tape

8

First filed

Jun 11, 2019

Latest filed

Mar 18, 2026

Organised

Limited Liability Company, CA

Website

wrightws.com

• Occurred

  Jun 11, 2019
  First Form ADV filing

  Wright Wealth Strategies, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:de72e30b-d9fa-aa4c-b357-aa24063a46d9

First observed

Jun 11, 2019

Last observed

Mar 18, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.