{
  "crd_number": 304289,
  "slug": "wright-wealth-strategies-llc-san-luis-obispo-ca-304289",
  "primary_business_name": "WRIGHT WEALTH STRATEGIES, LLC",
  "legal_name": "WRIGHT WEALTH STRATEGIES, LLC",
  "dbas": [],
  "city": "San Luis Obispo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "42020",
  "metro": {
    "cbsa_code": "42020",
    "common_name": "San Luis Obispo",
    "msa_name": "San Luis Obispo-Paso Robles, CA",
    "path": "/advisors/ca/san-luis-obispo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-02-06",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 127209000.0,
  "raum_discretionary": 95939000.0,
  "raum_non_discretionary": 31270000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2473000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 25590000.0,
      "count": 128
    },
    "pension_profit_sharing": {
      "raum": 31270000.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 67876000.0,
      "count": 68
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "TX"
  ],
  "websites": [
    "https://wrightws.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304289",
  "city_as_filed": "SAN LUIS OBISPO",
  "url": "https://advisorcensus.com/firm/wright-wealth-strategies-llc-san-luis-obispo-ca-304289",
  "display_name": "Wright Wealth Strategies, LLC",
  "summary": "Wright Wealth Strategies, LLC is an SEC-registered investment advisory firm in San Luis Obispo, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Wright Wealth Strategies, LLC (CRD 304289): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Wright Wealth Strategies, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wright Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Wright Wealth Strategies, LLC located?",
      "a": "Wright Wealth Strategies, LLC's principal office is in San Luis Obispo, CA, according to its Form ADV."
    },
    {
      "q": "Is Wright Wealth Strategies, LLC registered with the SEC or a state?",
      "a": "Wright Wealth Strategies, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 304289."
    },
    {
      "q": "How much does Wright Wealth Strategies, LLC manage?",
      "a": "Wright Wealth Strategies, LLC reports $127,209,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (75% discretionary)."
    },
    {
      "q": "How have Wright Wealth Strategies, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Wright Wealth Strategies, LLC: Regulatory assets under management: $123,600,000 in the October 2025 data and $127,209,000 in the October 2026 data, up 3%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wright Wealth Strategies, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (68); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Wright Wealth Strategies, LLC use?",
      "a": "Wright Wealth Strategies, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Broker Dealer Services, LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wright Wealth Strategies, LLC report any disciplinary disclosures?",
      "a": "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/304289"
    },
    {
      "q": "What changed in Wright Wealth Strategies, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 123600000.0,
      "total_employees": 2,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 127209000.0,
      "total_employees": 2,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Ascensus Broker Dealer Services, LLC",
      "name_as_filed": "ASCENSUS BROKER DEALER SERVICES, LLC",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wright-wealth-strategies-llc-san-luis-obispo-ca-304289.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 128,
      "fewer_than_5": false,
      "raum": 25590000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 68,
      "fewer_than_5": false,
      "raum": 67876000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 31270000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2473000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304289",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}