Richard Omer Maurice
Investment adviser representative at Wright Wealth LLC
11 yearsExperience
2 statesRegistered in
$188.5MFirm assets
Under 1 yearFirm in business
Are you Richard Omer Maurice? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Wright Wealth LLCApr 2023 to now
- Ironridge Wealth Management, LLCJun 2018 to Apr 2023
- Waterloo Capital Management, LLCFeb 2017 to Jun 2018
- Black Diamond Investment Partners LLCSep 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (GA, NC).
Wright Wealth LLC
$188.5MAssets managed
242Clients
7Advisers
Under 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
- 4254502
- Firm CRD
- 321215