SAN LUIS OBISPO, CACRD 304289Latest ADV March 18, 2026
Wright Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Luis Obispo, CA. Its latest Form ADV filing, dated March 18, 2026, reports $127M in regulatory assets under management, 2 employees, and 314 accounts.
Assets Under Management
$127M
Employees
2
Offices
--
Total Clients
202
Primary office
SAN LUIS OBISPO, CA
408 HIGUERA STREET, SUITE 120, SAN LUIS OBISPO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.4% of total clients.
Top client categories% of clientsClients
1
Individuals
63.4%
128
2
HNWI
33.7%
68
3
Pension Plans
2.5%
5
4
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 18, 2026
Discretionary75.4%
$96M
75% of total RAUM75.4%
Non-discretionary24.6%
$31M
25% of total RAUM24.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$127M
Total Accounts314
10Y AUM Change+$127M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee101:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.