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Christopher Warren Wright

WRIGHT WEALTH MANAGEMENT GROUP
PRESCOTT, AZ
·CRD# 4134973·26 years experience

Professional Summary

Christopher Warren Wright, who also goes by Chris Wright, is a registered financial advisor currently at WRIGHT WEALTH MANAGEMENT GROUP located in Prescott, Arizona and REALTA EQUITIES, INC. located in Prescott, Arizona. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christopher has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Wright

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

WRIGHT WEALTH MANAGEMENT GROUP·CRD# 156184
RIA
3181 Clearwater Dr Suite A, Prescott, AZ 86305
March 27, 2014 - Present
REALTA EQUITIES, INC.·CRD# 23769
BD
3181 Clearwater Drive Suite A, Prescott, AZ 86305
December 13, 2023 - Present
CENTER STREET SECURITIES, INC.·CRD# 26898
BD
Prescott, AZ
June 7, 2010 - December 1, 2023
CETERA ADVISORS LLC·CRD# 10299
RIA
Prescott, AZ
April 14, 2008 - June 4, 2010
CETERA ADVISORS LLC·CRD# 10299
BD
Prescott, AZ
September 5, 2006 - June 4, 2010
LPL FINANCIAL LLC·CRD# 6413
BD
Prescott, AZ
September 30, 2003 - September 8, 2006
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Dallas, TX
March 20, 2000 - October 1, 2003

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Current Firm

WW
WRIGHT WEALTH MANAGEMENT GROUP

C.W. WRIGHT FINANCIAL GROUP LLC | WRIGHT WEALTH MANAGEMENT GROUP | WRIGHT WEALTH ADVISORS LLC

CRD#: 156184
Arizona
Registered Investment Advisory firm - Arizona (1/31/2011 Approved)
California
Registered Investment Advisory firm - California (1/9/2020 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/3/2019 Conditional Restricted)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3181 Clearwater Dr Suite A, Prescott, AZ 86305

Phone Number

(928) 777-0446

# of Employees

4

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) FIXED INSURANCE AGENT, SINCE 11/1999, PRESCOTT, AZ, FIXED INSURANCE SALES, WWW.WRIGHTWEALTHMANAGEMENT.COM; DIRECT COMMISSIONS FROM INSURANCE CARRIERS; APPROXIMATELY 5 HOURS PER WEEK DURING NORMAL TRADING HOURS.
(2) C.W. WRIGHT FINANCIAL GROUP, REGISTERED BUSINESS NAME WITH STATE USING DBA OF WRIGHT WEALTH MANAGEMENT, START 09/06/06, 3181 CLEARWATER DR, STE A, PRESCOTT AZ 86305, WWW.WRIGHTWEALTHMANAGEMENT.COM, DBA NAME FOR FINANCIAL SERVICES (LICENSED AS AN INVESTMENT ADVISER SINCE 1/31/2011), PRESIDENT, FEE BASED COMPENSATION, 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.
(3) LONGRANGE OUTDOORS LLC, PRESCOTT, AZ, START 03/31/2011, SOLE MEMBER, PROVIDE OUTDOOR EDUCATION TO FAMILY, FRIENDS AND YOUTH GROUPS, NON-INVESTMENT RELATED, LESS THAN 10 HOURS PER MONTH DURING NON-TRADING HOURS.
(4) MALAPAI HOMES AND DEVELOPMENT LLC, PRESCOTT, AZ, START 3/8/2004, OWNER OF BUILDING, USE OF LLC TO HOLD COMMERCIAL BUILDING, LESS THAN ONE HOUR PER WEEK DURING NORMAL TRADING HOURS.
(5) STANLEY PROPERTIES LLC, NOT INVESTMENT RELATED, PRESCOTT, AZ, START 3/4/2005, REAL ESTATE INVESTMENTS, LESS THAN ONE HOUR PER MONTH-DURING NON-TRADING HOURS
(6) ALTURAS, LLC; START: 12/2023; NOT INVESTMENT RELATED; 3181 CLEARWATER DR STE A PRESCOTT, AZ 86305; FUTURE RENTAL PROPERTIES AND RENTAL VEHICLE ACTIVITY; NO COMPENSATION; 2 HOURS PER MONTH DURING NORMAL TRADING HOURS.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(2/13/2024)
RR
Alaska
(1/26/2024)
IAR
Arizona
(2/11/2015)
RR
Arizona
(1/24/2024)
RR
California
(12/13/2023)
RR
Colorado
(2/2/2024)
RR
Florida
(12/19/2023)
RR
Georgia
(1/22/2026)
RR
Idaho
(11/20/2024)
RR
Indiana
(2/19/2024)
RR
Michigan
(1/26/2024)
RR
Nevada
(2/8/2024)
RR
North Carolina
(8/30/2024)
RR
Oregon
(12/20/2023)
IAR
Texas
(4/3/2019)
RR
Texas
(2/13/2024)
RR
Utah
(2/5/2025)
RR
Wisconsin
(2/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2008About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2010About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2000About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Dec 2001About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Warren Wright's CRS (Customer Relationship Summary).

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