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Andrew James Wright

Investment Adviser Representative at WRIGHT WEALTH STRATEGIES, LLC

San Luis Obispo, CACRD #2609910Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
12 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew James Wright has worked in the securities industry since 1996. They are registered to provide investment advisory services in 12 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
AlabamaCaliforniaFloridaHawaiiLouisianaMassachusettsMichiganNevadaNew MexicoOregonRhode IslandSouth Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/3/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/10/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wright Wealth Strategies, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WRIGHT WEALTH STRATEGIES, LLCCurrent
7/11/2019 – San Luis Obispo, CA
NWM ADVISORS, LLC
6/6/2016 – 8/2/2019San Luis Obispo, CA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew James Wright has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.