WRIGHT WEALTH STRATEGIES, LLC
CRD #304289 SEC #801-131932 SAN LUIS OBISPO, CA 805-592-1221
SEC Registered
Total AUM
$123.6M
Discretionary
$90.2M
Employees
2
Clients
--
Accounts
318
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $123.6M | $90.2M | $33.4M | 2 | 0 |
| Mar 2025 | $123.6M | $90.2M | $33.4M | 2 | 0 |
| Jan 2025 | $127.6M | $93.2M | $34.4M | 2 | 0 |
| Oct 2019 | $71.7M | $49.8M | $21.9M | 2 | 0 |
| Sep 2019 | $71.7M | $49.8M | $21.9M | 2 | 0 |
| Jul 2019 | $0 | $0 | $0 | 2 | 0 |
| Jun 2019 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$123.6M
Discretionary$90.2M
Non-Disc.$33.4M
Employees2
Clients0
DateMar 2025
Total AUM$123.6M
Discretionary$90.2M
Non-Disc.$33.4M
Employees2
Clients0
DateJan 2025
Total AUM$127.6M
Discretionary$93.2M
Non-Disc.$34.4M
Employees2
Clients0
DateOct 2019
Total AUM$71.7M
Discretionary$49.8M
Non-Disc.$21.9M
Employees2
Clients0
DateSep 2019
Total AUM$71.7M
Discretionary$49.8M
Non-Disc.$21.9M
Employees2
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0