William I. Wright

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS

CAMP HILL, PA 17011

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CRD#: 6535348

Professional summary

William I. Wright is a registered financial advisor currently at ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC located in Camp Hill, Pennsylvania and ASSET STRATEGY CONSULTANTS LLC located in Camp Hill, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William I. Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 8, 2015 - Present

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Office #1: 3425 Simpson Ferry Rd Suite 204, Camp Hill, PA 17011

RIA

CRD#: 147982

CAMP HILL, PA

Current

March 30, 2022 - Present

ASSET STRATEGY CONSULTANTS LLC

Office #1: 3500 Market Street Suite 102, Camp Hill, PA 17011

RIA

CRD#: 110800

Camp Hill, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY CONSULTANTS | ASSET STRATEGY CONSULTANTS LLC

CRD#: 110800 / SEC#: 801-55215

RIA

Registered Investment Advisory firm - (2/3/1998 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/8/2015)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/8/2015

Uniform Investment Adviser Law Examination

Current Firm

ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY CONSULTANTS | ASSET STRATEGY CONSULTANTS LLC

CRD#: 110800 / SEC#: 801-55215

RIA

Registered Investment Advisory firm - (2/3/1998 Approved)

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Contact information

Main Address

Six North Park Drive Suite 208, Hunt Valley, MD 21030

Mailing Address

Phone number

(410) 528-8282

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE FINAL 3.31.2025 (4/2/2025)

ADV PART 2 BROCHURE 3-24-2023 (4/2/2025)

Regulatory assets under management

Total Number of Accounts	72
AUM (Assets Under Management)	$ 5,174,881,147

Red Flags

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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William I. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William I. Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

ASSET STRATEGY CONSULTANTS LLC

Primary Firm SEC Registration

ASSET STRATEGY CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/8/2015

Current Firm

ASSET STRATEGY CONSULTANTS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET STRATEGY CONSULTANTS LLC

TRUST BUT VERIFY

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