Independent Financial Group
44yrs
Top advisor by experience in San Juan Capistrano
41yrs
Kelley Wright
Full name on record: Kelley Ray Wright
Financial advisor at IQ Trends Private Client Asset Management
Based in San Juan Capistrano, California, Kelley Wright is a financial advisor with 41 years of industry experience. Kelley joined IQ Trends Private Client Asset Management in 2019, a firm offering investment management. The firm is paid through a percentage of assets and hourly fees.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in California
Office27132 Paseo Espada Suite B1222, San Juan Capistrano, CA 92675
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.39 million
States licensed ?2 states
Services through IQ Trends Private Client Asset Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2019 – nowIQ Trends Private Client Asset ManagementCurrent firm
Questions to ask Kelley
Tailored to Kelley’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kelley
How do I contact Kelley?
Call IQ Trends Private Client Asset Management at (866) 927-5250 and ask for Kelley Wright. Kelley works from the San Juan Capistrano, CA office.
How long has Kelley been a financial advisor?
Kelley has been in the industry since 1985, about 41 years. Top 3% by experience in California.
What licenses does Kelley hold?
Series 63. Tap any license on this page to see what it allows.
Is Kelley a fiduciary?
Kelley is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kelley paid?
IQ Trends Private Client Asset Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Kelley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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