SourcingSourcing

WRIGHT WEALTH STRATEGIES, LLC

A65
CRD 304289·SEC 801-131932·SAN LUIS OBISPO, CA
AUM
$127.2M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$382K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WRIGHT WEALTH STRATEGIES, LLC
CRD
304289
SEC file #
801-131932
EIN
—
DBA names
—

Economics

AUM
$127.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$123.6M → $127.2M▲ +3%
Client mix
Individuals Other128
Individuals High Net Worth68
Pension Profit Sharing Plans5
Charitable Organizations1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
SAN LUIS OBISPO CA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
wrightws.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WRIGHT, ANDREW, JAMES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WRIGHT, ANDREW, JAMES
ZHANG, LI
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WRIGHTWS.COM
Rdap Domain Creation Date
2019-05-07T15:47:08Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
41,848
Form 5500 Compensation Trajectory 3y
202541,848
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
41,848
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-07T15:47:08Z
Rdap Domain Last Changed
2026-05-06T08:51:38Z
Rdap Nameservers
Ns1.helmholz.netNs2.helmholz.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2609910
Trust Company Affiliate
No

People (3)

3
WRIGHT, ANDREW, JAMES
IAR · Direct Owner · 62.5%
2609910
ZHANG, LI
Direct Owner · 37.5%
6367742
Wright, Brooke
Direct Owner · 7.5%
8236231