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Firm profile

Wright Wealth LLC

ATLANTA, GACRD 321215Registration Status: ApprovedEffective since June 4, 2026Latest ADV June 10, 2026

Wright Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated June 10, 2026, reports $188M in regulatory assets under management, 7 employees, 7 offices, and 839 accounts.

Assets Under Management
$188M
Employees
7
Offices
7 offices
Total Clients
242
Primary office
ATLANTA, GA
TWO BALLPARK CENTER, 800 BATTERY AVENUE SE, SUITE 300, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJeffery V. Wright
CCOTimothy S. Benbow
CIOStephen K. Wade

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.3% of total clients.
Top client categories% of clientsClients
1
Individuals
79.3%
192
2
HNWI
19.8%
48
3
Charitable
0.4%
1
4
Corporations
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$188Mas of June 10, 2026
Discretionary90.2%
$170M
90% of total RAUM90.2%
Non-discretionary9.8%
$19M
10% of total RAUM9.8%
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$188M
Total Accounts839
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee35:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.