# Wright Wealth LLC

> Wright Wealth LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 321215
- Filed as: WRIGHT WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321215
- AdvisorCensus page: https://advisorcensus.com/firm/wright-wealth-llc-atlanta-ga-321215

## Quick answers

**How is Wright Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wright Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Wright Wealth LLC charge?**
Its Form ADV Part 2A brochure dated June 10, 2026 states: Subscription: $250 to $1,500 a month (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wright Wealth LLC located?**
Wright Wealth LLC's principal office is in Atlanta, GA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wright Wealth LLC registered with the SEC or a state?**
Wright Wealth LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 321215.

**How much does Wright Wealth LLC manage?**
Wright Wealth LLC reports $188,462,210 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (90% discretionary).

**What types of clients does Wright Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (48); charitable organizations (1).

**Which custodians does Wright Wealth LLC use?**
Wright Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wright Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321215

**Does Wright Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 10, 2026 says: "We do not have a minimum account size requirement."

**What changed in Wright Wealth LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 6 to 7. Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 10, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Subscription: $250 to $1,500 a month (financial planning services)

> We charge an ongoing fixed fee for financial planning services. Fees are paid monthly in advance or arrears, ranging from $250 to $1,500 per month.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $188,462,210
- Discretionary: $169,961,118
- Non-discretionary: $18,501,092

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 192 | $57,607,464 |
| High net worth individuals | 48 | $130,491,802 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $318,309 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $44,635 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, NC, NH, NY, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Kennesaw, GA

### Websites listed on Form ADV (Item 1.I)
- Facebook @wrightwealthllc
- Instagram @wrightwealthllc
- LinkedIn @wright-wealth-llc

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 6 to 7.
- Registered or notice-filed in NH.

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wright Wealth LLC (CRD 321215): Form ADV filing data as of October 2026.