Wright Wealth LLC has reported a total of $173.6 million in assets under management, according to its latest filing with the SEC. This filing, dated October 29, 2026, indicates the firm's increasing influence in the investment management sector.

The filing reveals that Wright Wealth LLC holds significant investments in major companies, including Alphabet Inc., Amazon, and Apple. This diversification reflects a strategic approach to managing assets, which is becoming increasingly common in the investment management industry.

Background

Wright Wealth LLC is an investment management firm based in Atlanta, Georgia. The company was incorporated in Delaware and operates under the Central Index Key (CIK) number 0002046147. Its fiscal year ends on December 31. Recent filings include multiple 13F-HR forms, with the latest submission being on October 29, 2026.

What the Filing Says

The SEC filing indicates that Wright Wealth LLC has a total of 69 entries in its holdings report. The total value of the reported assets is $173,587,215. Notably, the filing includes investments managed in part by Parametric Portfolio Associates LLC, which is mentioned as another manager.

Impact

This update is significant for both Wright Wealth LLC and the broader investment management industry. The firm’s reported assets demonstrate its growth and potential to compete with larger firms in the sector. The presence of well-known companies in its portfolio may attract further attention from investors and clients.

What's Next

The filing does not say what happens next.