Wright Wealth Management
Financial Services • 
Walnut Creek, California, United States • 1-10 Employees
Company overview
| Headquarters | 1655 North Main Street, Suite 360, Walnut Creek, Ca 94596, US |
| Phone number | +19252225574 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Wealth Management, Financial Education, Financial Planning, Retirement Income Planning, Investment Portfolio Management, Charitable Giving, Money, Social Security Timing, Family Legacy Planning, Family Business & Succession Consulting |
| Founded | 2024 |
| Employees | 1-10 |
| Socials |
Key Contact at Wright Wealth Management
Angela Wright
Founder and CEO
Wright Wealth Management Email Formats
Wright Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@getwrightwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@getwrightwealth.com | 100% |
About Wright Wealth Management
When you think about wealth management, you think of assets, investments, retirement, and routine financial matters, right? Wrong. It’s about so much more. It’s about going beyond the world of money to ensure clients and families are empowered and flourishing. Our approach is rooted in understanding your unique identity. To build a strong plan that weathers life's ebbs and flows, we begin by getting to know you and what you want from life, not looking at numbers. Our six-step WRIGHT Advisory Method will help us understand your comprehensive landscape clearly, so our guidance is thoughtful, well-researched, and prioritizes your best interests. Through a series of working sessions, financial tools, resources, and ongoing support services, we will deliver the clarity and confidence to help you make stronger financial choices today and tomorrow. *Disclosure: Angela Wright (represented under the trade name Wright Wealth Management LLC (“Wright Wealth”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. Registration does not imply a certain level of skill or training. See disclosures. Please refer to GAM’s Client Relationship Summary (Form CRS) or visit adviserinfo.sec.gov for additional information.
Wright Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wright Wealth Management has 1 employees across 1 departments.
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Number of employees
Funding Data
Wright Wealth Management has never raised funding before.
Wright Wealth Management Tech Stack
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