Bryan
Wright

Pensionmark Financial Group, LLC

CRD#2452244
Investment Advisor
in Denver, CO

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About this Advisor

Bryan Wright is a financial advisor operating in Denver, Colorado who has 8 years of relevant experience. Wright works at Pensionmark Financial Group, LLC. Their career trajectory has included roles at Assured Partners Of Colorado, LLC Dba/ The Wright Group Svcs, The Wright Group, Financial Telesis Inc, Lpl Financial LLC, Independent Financial Partners, Pensionmark Financial Group, LLC Dba/ The Wright Group, Capfinancial Securities, LLC, Pensionmark Securities, LLC and Bryan Roger Inc. Wright holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Colorado and Texas. Pensionmark Financial Group, LLC is a financial advisory company based out of Santa Barbara, CA. The investment advisory business has offices in 59 locations and a total of 244 people on staff. It oversees $27 billion in total assets across its 7,380 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 142 charitable organizations. Of its 7,380 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice largely are based on which services the firm provides the client. However, fees charged by Pensionmark Financial Group, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4582 S. Ulster Street, Suite 600, Ste. 600
Denver, CO 80237

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$26,622,603,339

CO Average: $7,578,581,321
Total Number of Employees

244

CO Average: 43
Total Number of Accounts

7,380

CO Average: 3,727
Average Account Size

$3,607,399

CO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bryan Wright Work History

Bryan has been registered as a financial advisor for 8 years.*

2017 - Present (7 years)

Pensionmark Securities, LLC

2015 - Present (9 years)

Pensionmark Financial Group, LLC Dba/ The Wright Group

2014 - Present (10 years)

Assured Partners Of Colorado, LLC Dba/ The Wright Group Svcs

2010 - Present (14 years)

Bryan Roger Inc

2015 - 2017 (2 years)

Capfinancial Securities, LLC

2014 - 2015 (1 year)

Lpl Financial LLC

2014 - 2015 (1 year)

Independent Financial Partners

2008 - 2014 (6 years)

Financial Telesis Inc

1997 - 2014 (17 years)

The Wright Group

*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 Bryan 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 Pensionmark Financial Group, LLC

Erik Gotrik
Madison, WI
Valerie Digennaro
Saint Petersburg, FL
Jason Cohn
Brentwood, TN
Melanie Brown
South Burlington, VT
Barry Toole
Santa Barbara, CA
Joshua Johnson
San Antonio, TX
Jason Aceituno
San Mateo, CA
Katherine Mach
Fort Mill, SC

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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