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Margaret Champagne Wright

MARTINWRIGHT ADVISORY
ATLANTA, GA
·CRD# 6653692·10 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Margaret Elizabeth Champagne, Margaret Wright

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

10 years in the financial services industry

Current & Past Employments

MARTINWRIGHT ADVISORY, LLC·CRD# 338634
RIA
3290 Northside Parkway Nw Suite 950, Atlanta, GA 30327
February 9, 2026 - Present
TRU INDEPENDENCE ASSET MANAGEMENT, LLC·CRD# 168256
RIA
Atlanta, GA
November 13, 2025 - February 6, 2026
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Atlanta, GA
April 5, 2021 - August 4, 2025
TRUIST ADVISORY SERVICES, INC.·CRD# 283390
RIA
Atlanta, GA
June 8, 2016 - August 4, 2025

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Current Firm

MA
MARTINWRIGHT ADVISORY, LLC

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

CRD#: 338634 / SEC#: 801-134599
RIA
Registered Investment Advisory firm - SEC (11/14/2025 Approved)

Contact Information

Main Address

3290 Northside Parkway Nw Suite 950, Atlanta, GA 30327

Phone Number

(404) 882-8756

# of Employees

9

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - MW ADVISORY, LLC (6/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

116

AUM (Assets Under Management)

$160,704,772

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. INSURANCE AGENT; INVESTMENT-RELATED; ADDRESS: ATLANTA, GA; NATURE: INSURANCE SALES AND SERVICE; POSITION: AGENT; START DATE: 4/2021; HOURS PER MONTH: AS REQUIRED, INCLUDING DURING TRADING HOURS; SERVICING CLIENTS. 2. ATLANTA CLASSICAL ACADEMY; NON INVESTMENT-RELATED; ADDRESS: ATLANTA, GA; NATURE: CHARTER SCHOOL; POSITION: INVESTMENT COMMITTEE MEMBER; START DATE: 1/2025; HOURS PER MONTH: LESS THAN 1, INCLUDING DURING TRADING HOURS; INVESTMENT COMMITTEE.

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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".
MA
MARTINWRIGHT ADVISORY, LLC

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

CRD#: 338634 / SEC#: 801-134599
RIA
Registered Investment Advisory firm - SEC (11/14/2025 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.
IAR
Georgia
(2/9/2026)

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

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2021About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2021About the Series 7TO exam

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CRS (Client Relationship Summary) - RIA

Click below to view Margaret Champagne Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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