Margaret Champagne Wright
Investment adviser representative at Martinwright Advisory, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$160.7MFirm assets
Are you Margaret Champagne Wright? 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Martinwright Advisory, LLCFeb 2026 to now
- Tru Independence Asset Management, LLC dba Martinwright AdvisoryNov 2025 to Feb 2026
- Garden LeaveSep 2025 to Oct 2025
- Truist Advisory ServicesJan 2021 to Aug 2025
- Truist Investment ServicesJan 2021 to Aug 2025
- Suntrust Advisory ServicesMay 2016 to Jan 2021
- Suntrust BankJun 2015 to Jan 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
Martinwright Advisory, LLC
Legal name: Mw Advisory LLC
$160.7MAssets managed
116Clients
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
- 6653692
- Firm CRD
- 338634