WRIGHT WEALTH LLC

CRD 321215File 801-136394

APPROVED

Retail clients

Filing as of Jun 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$188.5M

Bottom 25% of cohort (national)

Discretionary AUM

$170.0M

Non-discretionary $18.5M

Clients

242

839 accounts

Employees

Bottom 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jun 4, 2026
Principal office: TWO BALLPARK CENTER, 800 BATTERY AVENUE SE, SUITE 300, ATLANTA, GA, 30339
Phone: 4703731044
Website: https://www.instagram.com/wrightwealthllc/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $188.5M
Discretionary AUM: $170.0M
Non-discretionary AUM: $18.5M
Discretionary accounts: 656
Non-discretionary accounts: 183
Total accounts: 839
AUM per client: $779K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$45K
Charitable organizations	Fewer than 5	$318K
High net worth individuals	48	$130.5M
Individuals (other than high net worth individuals)	192	$57.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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.