DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Wright Wealth LLC
Latest filing Sep 1, 2026
First filing on the tape Jun 10, 2026 · 2 filings
SEC status approved since Jun 4, 2026
RAUM
$188M
reported, Item 5.F
Discretionary
90%
of RAUM
Private clients
100%
$188M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$26.9M
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$188M as of Sep 1, 2026
Jun 10, 2026$188M then
HNW client RAUM$130M as of Sep 1, 2026
Jun 10, 2026$130M then
State-registered IARs (5.B.3)7 as of Sep 1, 2026
Jun 10, 20266 then
Employees (5.A)7 as of Sep 1, 2026
Jun 10, 20267 then
Private funds: no history
Practice profile
derived from the filing of Sep 1, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $26.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 34derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $224,627derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 90%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 0.9derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminars, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$130M69%
- Individuals$57.6M31%
- Charitable organizations$318,3090.2%
- Corporations and businesses$44,6350.0%
- Individual clients
- 192reported
- HNW clients
- 48reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 839reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffery Vernon WrightChartered Financial Analyst | Atlanta, Ga | Jan 11, 2024 | 14 y | 2 |
| Richard Omer Maurice | Atlanta, Ga | Jan 17, 2024 | 26 y | 7 |
| John Allan Duncan | Peachtree City, Ga | Jan 17, 2024 | 12 y | 4 |
| Stephen Kyle Wade | Atlanta, Ga | Jan 18, 2024 | 14 y | 3 |
| Timothy Sean BenbowCertified Financial Planner | Roswell, Ga | Mar 19, 2024 | 21 y | 5 |
| Andrew J. Edwards | Atlanta, Ga | Jun 3, 2026 | 10 y | 0 |
| Matthew T Lunger | Atlanta, Ga | Aug 21, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Timothy Sean Benbow from Novapoint Capital LLCMar 19, 2024 · RIA to RIA
- Stephen Kyle Wade from Morgan StanleyJan 18, 2024 · Wirehouse to independent RIA
- John Allan Duncan from Novapoint Capital LLCJan 17, 2024 · RIA to RIA
- Jeffery Vernon Wright from Novapoint Capital LLCJan 11, 2024 · RIA to RIA
- Richard Omer Maurice from Ironridge Wealth Management, LLCJun 14, 2023 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Sean Timothy Benbow · Partner And Ccocontrolsince 06/2025 · owns 10% to 25%
- Kyle Stephen Wade · Partner And Ciocontrolsince 06/2025 · owns 10% to 25%
- Vernon Jeffery Wright · Partner And Ceocontrolsince 06/2025 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 7 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 6 to 7Jun 10, 2026 to Sep 1, 2026
- Financial planning clients · 51-100 to 51-100Jun 10, 2026 to Sep 1, 2026
- State-registered IARs · 6 to 7Jun 10, 2026 to Sep 1, 2026
- Related adviser · false to unsetJun 10, 2026 to Sep 1, 2026
- Related bank · false to unsetJun 10, 2026 to Sep 1, 2026
- Related broker-dealer · false to unsetJun 10, 2026 to Sep 1, 2026
- Related insurance company · false to unsetJun 10, 2026 to Sep 1, 2026
- Succession · false to unsetJun 10, 2026 to Sep 1, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
- Wright Wealth LLC · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/wright-wealth-llcreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 4703731044reportedpublic record, Form ADV, Sep 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $26.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026