# Wright Wealth Strategies, LLC

> 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.

- CRD: 304289
- Filed as: WRIGHT WEALTH STRATEGIES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304289
- AdvisorCensus page: https://advisorcensus.com/firm/wright-wealth-strategies-llc-san-luis-obispo-ca-304289

## Quick answers

**How is Wright Wealth Strategies, LLC compensated?**
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.

**Where is Wright Wealth Strategies, LLC located?**
Wright Wealth Strategies, LLC's principal office is in San Luis Obispo, CA, according to its Form ADV.

**Is Wright Wealth Strategies, LLC registered with the SEC or a state?**
Wright Wealth Strategies, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 304289.

**How much does Wright Wealth Strategies, LLC manage?**
Wright Wealth Strategies, LLC reports $127,209,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (75% discretionary).

**How have Wright Wealth Strategies, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Wright Wealth Strategies, LLC serve?**
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).

**Which custodians does Wright Wealth Strategies, LLC use?**
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.

**Does Wright Wealth Strategies, 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/304289

**What changed in Wright Wealth Strategies, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Ascensus Broker Dealer Services, LLC
- LPL Financial LLC

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: $127,209,000
- Discretionary: $95,939,000
- Non-discretionary: $31,270,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $25,590,000 |
| High net worth individuals | 68 | $67,876,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $31,270,000 |
| Charitable organizations | 1 | $2,473,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wrightws.com](https://wrightws.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $123,600,000 | 2 | March 24, 2025 |
| October 2026 | $127,209,000 | 2 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wright Wealth Strategies, LLC (CRD 304289): Form ADV filing data as of October 2026.