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Anthony Peter Wright

Investment adviser representative at Twin Rivers Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$121.5MFirm assets

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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

14 years in the industry.

  1. Wright Tax ServicesFeb 2022 to now
  2. Twin Rivers Wealth ManagementAug 2019 to now
  3. Cambridge Investment Research Advisors, IncMay 2018 to Dec 2019
  4. Cambridge Investment Research, Inc.Aug 2017 to Dec 2019
  5. Fountainhead WealthJun 2017 to Aug 2017
  6. Wright Tax ServicesJan 2012 to Sep 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (CA).

Twin Rivers Wealth Management

Legal name: Twin Rivers Wealth Management LLC

$121.5MAssets managed
274Clients
4Advisers
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
6825233
Firm CRD
305773
Advisor's SEC record (opens in a new tab)
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