Wright Fund Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Wright Fund Management, LLC
Overview
Wright Fund Management, LLC is an advisory company based in Santa Monica, California. It has $5.6 billion in assets under management throughout six customer accounts, making it one of the largest firms in the country by assets under management (AUM). It has a small group, including 8 financial advisors. Wright Fund Management, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets like options, bonds and equities.
Wright Fund Management, LLC oversees all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell judgments without needing the customer's approval. The firm's average account size is $927.9 million. The average advisor at Wright Fund Management, LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
Wright Fund Management, LLC's main office is located at 3420 Ocean Park Blvd., Santa Monica, California 90405. It is allowed to provide services to investors across a number of states, including California and Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wright Fund Management, LLC by the Numbers
$5.6 billion
8
6
$927.9 million
Fee Structure
Fees for financial management are based on which services the firm provides the client. Fees charged by Wright Fund Management, LLC typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to investment companies. Out of its six clients, Wright Fund Management, LLC's largest client type is investment companies. None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Wright Fund Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.