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Advisors / Washington / Spokane
12yrs

Emily Wright

Financial advisor at Bozeman

Emily Wright has worked in the financial industry for 12 years and is a financial advisor based in Spokane, Washington. Emily has been with Bozeman since 2015. Emily holds the CPA/PFS designation.

One of 526 advisors with offices in Spokane.

Spokane, WA 99201CPA/PFSFee-only firm
Call the officeDirections

At a glance

Experience12 years (since 2015)
How that compares ?12 years in the industry
Office530 W Main Ave Suite 321, Spokane, WA 99201
How the firm is paid ?Percent of assets, Performance fee
Advisors at the firm2
States licensed ?1 state

Services through Bozeman

Managing private funds

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CPA/PFS

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. 2015 – now
    Bozeman, L.L.C.Current firm

Contact Emily

(509) 838-3338Bozeman main office 530 W Main Ave Suite 321
Spokane, WA 99201
Office · Get directions

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Questions to ask Emily

Tailored to Emily’s registration and firm.

  1. Your firm can charge performance-based fees. Would that apply to me?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. 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 Emily

How do I contact Emily?

Call Bozeman at (509) 838-3338 and ask for Emily Wright. Emily works from the Spokane, WA office.

How long has Emily been a financial advisor?

Emily has been in the industry since 2015, about 12 years. 12 years in the industry.

What licenses does Emily hold?

No exams are listed on the official record.

Is Emily a fiduciary?

Emily is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Emily paid?

Bozeman reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Emily 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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