| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Wright Control | Managing Member & Chief Compliance Officer | 50-75% | 2019 |
| Li Zhang | Operations Manager | 25-50% | 2019 |
Wright Wealth Strategies, LLC reports $123.6 million in regulatory assets under management on its Form ADV.
Wright Wealth Strategies, LLC reports 2 employees.
Wright Wealth Strategies, LLC is based in San Luis Obispo, CA and has been SEC-registered since 2025.
Wright Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 408 Higuera Street, Suite 120, San Luis Obispo, CA 93401 |
| Phone | 805-592-1221 |
| Fax | 805-592-1222 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $90.2M |
| Non-discretionary | $33.4M |
| Total (RAUM) | $123.6M |