WRIGHT WEALTH STRATEGIES, LLC

CRD 304289File 801-131932

APPROVED

Retail clients

Custody

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$127.2M

Bottom 25% of cohort (national)

Discretionary AUM

$95.9M

Non-discretionary $31.3M

Clients

202

314 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Feb 6, 2025
Principal office: 408 HIGUERA STREET, SUITE 120, SAN LUIS OBISPO, CA, 93401
Phone: 805-592-1221
Website: HTTPS://WWW.WRIGHTWS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $127.2M
Discretionary AUM: $95.9M
Non-discretionary AUM: $31.3M
Discretionary accounts: 309
Non-discretionary accounts: 5
Total accounts: 314
AUM per client: $630K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.5M
High net worth individuals	68	$67.9M
Pension and profit sharing plans	5	$31.3M
Individuals (other than high net worth individuals)	128	$25.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.