Merrill
43yrs
Top 1% by experience in San Luis Obispo
31yrs
Andrew Wright has worked in the financial industry for 31 years and is a financial advisor based in San Luis Obispo, California. After three years at NWM Advisors, Andrew joined Wright Wealth Strategies in 2019, a firm offering investment management and retirement plan consulting. Wright Wealth Strategies reports being paid through a percentage of assets.
At a glance
Experience31 years (since 1995)
How that compares ?Top 15% by experience in California
Office408 Higuera Street Suite 120, San Luis Obispo, CA 93401
How the firm is paid ?Percent of assets
Typical client at the firm ?$476,867
States licensed ?2 states
Services through Wright Wealth Strategies
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
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 – nowWright Wealth Strategies, LLCCurrent firm
- 2016 – 2019NWM Advisors, LLCPreviously
Contact Andrew
(805) 592-1221Wright Wealth Strategies main office 408 Higuera Street Suite 120San Luis Obispo, CA 93401Office · Get directions Firm websiteHTTPS://WWW.WRIGHTWS.COM
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Questions to ask Andrew
Tailored to Andrew’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
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About Andrew
How do I contact Andrew?
Call Wright Wealth Strategies at (805) 592-1221 and ask for Andrew Wright. Andrew works from the San Luis Obispo, CA office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 1995, about 31 years. Top 15% by experience in California.
What licenses does Andrew hold?
Series 63. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Andrew paid?
Wright Wealth Strategies reports being paid by a percentage of the assets they manage. Ask Andrew 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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