Andrew Garrison Wright
Professional Summary
Andrew Garrison Wright is a registered financial advisor currently at VERDENCE CAPITAL ADVISORS, LLC located in Naples, Florida. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrew has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+
Contact Information
Main Address
50 Schilling Road Suite 300, Hunt Valley, MD 21031Phone Number
(410) 472-5380# of Employees
52SEC notice filing (30 States and Territories)
Registered to provide investment advisory services in 30 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
7,802AUM (Assets Under Management)
$4,627,407,651Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | Cover Page | Report |
| 09/11/2024 | Cover Page | Report |
| 01/03/2024 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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AUSDAL FINANCIAL PARTNERS, INC.
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Primary Firm SEC Registration
KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+
State Registrations and Notice Filings
(8/8/2023)
(9/18/2023)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew Garrison Wright's CRS (Customer Relationship Summary).
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