WRIGHT WEALTH LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $188.5M |
| Discretionary | $170.0M90% of AUM |
| Non-Discretionary | $18.5M |
| Client Accounts | 839 |
| Avg Account Size | $225K |
| Employees | 7 |
| Peak AUM | $188.5MApr 2026 |
AUM by Client Type
Total AUM
$188M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $188M | 0.0% | — | — | — |
| Discretionary AUM | $170M | 0.0% | |||
Key Metrics
| Total AUM | $188.5M |
| Discretionary | $170.0M |
| Employees | 7 |
| Client Accounts | 839 |
| Client Range | 51-100 |
Contact & Location
Address
TWO BALLPARK CENTER
ATLANTA GA 30339
Phone
4703731044
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$170M
90.2% of AUM
Non-Discretionary
$19M
9.8% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported