Andrew James Wright
Investment adviser representative at Wright Wealth Strategies, LLC
10 yearsExperience
3 statesRegistered in
$127.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wright Wealth Strategies, LLCJul 2019 to now
- LPL Financial, LLCJun 2016 to now
- Nwm Advisors, LLCJun 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, TX).
Wright Wealth Strategies, LLC
$127.2MAssets managed
202Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2609910
- Firm CRD
- 304289