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MW

Margaret C. Wright

MARTINWRIGHT ADVISORY
ATLANTA, GA 30327
Some features on this profile are disabled
CRD#: 6653692
MW

Professional summary

Margaret Champagne Wright, who also goes by Margaret Elizabeth Champagne, Margaret Wright, is a registered financial advisor currently at MARTINWRIGHT ADVISORY, LLC located in Atlanta, Georgia.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Margaret has worked at 4 firms and has passed the Series 63 and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Margaret Elizabeth Champagne | Margaret Wright

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 Margaret Champagne 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

February 9, 2026 - Present

MARTINWRIGHT ADVISORY, LLC

Office #1: 3290 Northside Parkway Nw Suite 950, Atlanta, GA 30327
RIA
CRD#: 338634
ATLANTA, GA
Past

November 13, 2025 - February 6, 2026

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA
CRD#: 168256
ATLANTA, GA
Past

April 5, 2021 - August 4, 2025

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

June 8, 2016 - August 4, 2025

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
ATLANTA, GA

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
Georgia
(2/9/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/18/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/1/2021
General Securities Representative Examination

Current Firm

MA
MARTINWRIGHT ADVISORY, LLC
MARTINWRIGHT ADVISORY, LLC | MW ADVISORY, LLC

CRD#: 338634 / SEC#: 801-134599

RIA
Registered Investment Advisory firm - (11/14/2025 120-Day Approval)
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Contact information

Main Address
3290 Northside Parkway Nw Suite 950, Atlanta, GA 30327
Mailing Address
Phone number
(404) 882-8756
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - MW ADVISORY, LLC (11/24/2025)
0

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.

Company Information

MARTINWRIGHT ADVISORY, LLC

CRD#: 338634Atlanta, GA 30327

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