Data / Investment advisers / Georgia / Wright Wealth LLC
Wright Wealth LLC, Atlanta, GA: $188 million AUM, SEC registered investment adviser
Wright Wealth LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $188 million in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 321215
- SEC file number
- 801-136394
- SEC status
- Approved, effective June 4, 2026
- Main office
- Two Ballpark Center 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339
- Phone
- (470) 373-1044
- Regulatory AUM
- $188,462,210 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $169,961,118
- Non discretionary AUM
- $18,501,092
- Accounts
- 839
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $130.5 million |
| Individuals (other than high net worth individuals) | 192 | $57.6 million |
| Charitable organizations | 1 | $318,309 |
| Corporations or other businesses | 1 | $44,635 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| San Blas Advisory, Inc. | Atlanta | $218.9 million | Not listed | adviserinfo.sec.gov |
| Premis Advisors, LLC | Atlanta | $213.9 million | 1 | adviserinfo.sec.gov |
| Magellan Planning Group | Atlanta | $210 million | Not listed | adviserinfo.sec.gov |
| Pierson Wealth Management | Atlanta | $192 million | Not listed | adviserinfo.sec.gov |
| Xception Family Office | Atlanta | $189.3 million | Not listed | adviserinfo.sec.gov |
| Ash Investment Partners, LLC | Atlanta | $185.7 million | 1 | adviserinfo.sec.gov |
| George M. Hiller Companies, LLC | Atlanta | $183 million | Not listed | adviserinfo.sec.gov |
| True Square Financial LLC | Atlanta | $178.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wright Wealth LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.