Melissa
Wright
Compak Asset Management
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About this Advisor
Melissa Wright is a certified financial planner based out of Newport Beach, California, with 2 years of relevant experience. Wright works at Compak Asset Management. Throughout their career, Wright has worked at Securities Service Network, Ny&A, LLC Dba Align Wealth Advisors, Securities America, Inc, Compak Securities Inc, Compak Asset Management and Compak Securities, Inc. Wright holds a Series 63 license, which qualifies them as a securities broker, and is approved to work in Arizona, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Maryland, Michigan, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Texas, Virginia, Washington and Wisconsin. Compak Asset Management is an advisory business headquartered in Newport Beach, CA. It has a total of 18 advisors. It oversees $895 million in total assets across its 2,670 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,670 client accounts, 59% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Compak Asset Management performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fees typically vary depending on which services are provided. However, fee types billed by Compak Asset Management most likely include asset-based, hourly, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compak Asset Management Brokerage Details
$895,045,757
18
2,670
$335,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Melissa Wright Work History
Melissa has been registered as a financial advisor for 2 years.*
Compak Securities Inc
Compak Asset Management
Securities America, Inc
Securities Service Network
Ny&A, LLC Dba Align Wealth Advisors
Compak Asset Management
Compak Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melissa Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compak Asset Management
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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.
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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.
