Wright Wealth Strategies, Llc
- Regulatory AUM
- $127M
- Discretionary
- $95.9M
- Clients
- 202
- Avg AUM / client
- $630K
- Accounts
- 314
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 128 | $25.6M | 20.1% |
| High net worth individuals | 68 | $67.9M | 53.4% |
| Pension and profit sharing plans | 5 | $31.3M | 24.6% |
| Charitable organizations | 1 | $2.5M | 1.94% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Movement For Life 401(k) Profit Sharing Plan Movement For Life, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew James Wright | Managing Member & Chief Compliance Officer | Jul 2019 (7y) | 75% or more | |
| Zhang, Li | Operations Manager | Jul 2019 (7y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Movement For Life 401(k) Profit Sharing Plan | Movement For Life, Inc. | 194 | $15.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $95.9M (75% of AUM) Mar 2026
- John Hancock Distributors Llc $23.7M (19% of AUM) Dec 2025
- Ascensus Broker Dealer Services, Llc $23.0M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗