RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 9, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WRIGHT, ANDREW, JAMESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WRIGHT, ANDREW, JAMESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WRIGHT, ANDREW, JAMESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WRIGHT, ANDREW, JAMESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WRIGHT, ANDREW, JAMESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
WRIGHT, ANDREW, JAMESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
WRIGHT, ANDREW, JAMESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
WRIGHT, ANDREW, JAMESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
ZHANG, LIIOPERATIONS MANAGERC
ZHANG, LIIOPERATIONS MANAGERC
ZHANG, LIIOPERATIONS MANAGERC
ZHANG, LIIOPERATIONS MANAGERC
ZHANG, LIIOPERATIONS MANAGERC
ZHANG, LIIOPERATIONS MANAGERC
ZHANG, LIIOPERATIONS MANAGERC
ZHANG, LIIOPERATIONS MANAGERC

Registrations

Federal

IA
Dec 9, 2025 REGISTERED

Notice Filings (3)

CA LA TX

Address

408 HIGUERA STREET
SUITE 120
SAN LUIS OBISPO, CA 93401
United States
Phone: 805-592-1221