Alisha Wright

Financial advisor at Alphastar Capital Management, LLC

Last updated 2026-10-10

Alisha Wright is a financial advisor at Alphastar Capital Management, LLC, CRD 7817357. Licenses and exams on the registration: Series 65. IAPD registration began 2023-10-10.

Registration

CRD number: 7817357
Registration status: Active
IAPD registration: 2023-10-10
Industry Experience: 3 years
Work Experience: 12 years
States registered: TX

Licenses and exams

Series 65

Work history

2026-05 to Present · Alphastar Capital Management · Cornelius, NC
2023-09 to Present · Rra Agency · Katy, TX
2023-10 to 2024-07 · Brookstone Wealth Advisors · Hockley, TX
2023-04 to Present · Retirement Risk Advisors · Hockley, TX
2023-02 to 2023-04 · American Income Life · Altamonte Springs, FL
2022-06 to 2023-02 · Unemployed · Houston, TX
2021-12 to 2022-05 · Ddms · Salt Lake City, UT
2021-09 to 2021-12 · Unemployed · Salt Lake City, UT
2021-06 to 2021-09 · Abs Kids · Salt Lake City, UT
2020-08 to 2021-06 · Brigham Young University · Provo, UT
2020-03 to 2021-03 · Mary Kay · Orem, UT
2020-04 to 2020-06 · Carpe Diem · Orem, UT
2020-03 to 2020-12 · Brigham Young University · Provo, UT
2020-01 to 2020-03 · Adventure Time Preschool · Provo, UT
2019-01 to 2020-01 · North Eastern Services · Orem, UT
2018-04 to 2019-01 · Captioncall · Orem, UT
2017-09 to 2018-05 · Brigham Young University · Provo, UT
2015-12 to 2017-09 · Unemployed · Dorado, PR
2014-07 to 2017-06 · High School Student · Dorado, PR
2017-06 to 2021-12 · College Student · Provo, UT
2024-07 to Present · Institute for Wealth Management LLC · Hockley, TX

Current employment

Alphastar Capital Management · Cornelius, NC

SEC IAPD record for Alisha Wright

Alphastar Capital Management, LLC

Regulatory AUM: $2,496,202,761
Registered advisors: 157
Offices: 135
Clients per advisor: 54.3 (Low)
Average AUM per client: $292.8K (Low)
High-net-worth client ratio: 4.9% (Low)

Alphastar Capital Management, LLC: advisors, services and reported ETF investments

About

Alisha Wright is a financial advisor at Alphastar Capital Management, operating as Alphastar Capital Management, LLC. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 12 years of reported work history.

Alphastar Capital Management, LLC's firm-level Form ADV reports 157 advisors across 135 offices; approximately 54.3 clients per advisor, average assets per client of $292,810, and regulatory AUM of $2.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $1.3B across 156 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Alisha Wright personally.

Reported ETF positions

Alphastar Capital Management reports 156 ETF positions worth $1.3B on Form 13F; the largest are listed.

Largest ETF positions reported by Alphastar Capital Management
Fund	Reported value
SPYM — State Street SPDR Portfolio S&P 500 ETF	$163M
SPYG — State Street SPDR Portfolio S&P 500 Growth ETF	$160.9M
SPYV — State Street SPDR Portfolio S&P 500 Value ETF	$123.6M
SPDW — State Street SPDR Portfolio Developed World ex-US ETF	$97M
XLK — State Street Technology Select Sector SPDR ETF	$81.4M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Noteworthy reported investments

Alphastar Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.

Firm-reported positions leading each research ranking
Ranking	Fund	Reported value	Percentile	Key figures
Similar Fund Ranking	SPYM — State Street SPDR Portfolio S&P 500 ETF	$163M	Top 99.3%	Peer conviction 72.5% · Active return +3.01%
Addressable Market	SPYM — State Street SPDR Portfolio S&P 500 ETF	$163M	Top 99.5%	Addressable AUM $9.7T · Peer conviction 72.5%
Residual Alpha	TMFC — Motley Fool 100 Index ETF	$253.8K	Top 99.6%	Residual alpha +2.26% · Residual Sharpe 0.11
Diversification Benefits	ACYN — FT Vest Laddered Autocallable Barrier & Income ETF	$468.8K	Top 98.7%	Replicability (R²) 58.1% · Residual Sharpe 3.94

Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Alphastar Capital Management, LLC on Form ADV.

Client services

Financial Planning Services
Individuals and Small Businesses
Pension Consulting Services
Selection of Other Advisers
Educational Seminars or Workshops
Other Advisory Service

Fee options

Percentage of Assets Under Management
Hourly Charges
Fixed Fees (Other Than Subscription)

Business and affiliations

Broker-Dealer or Municipal Securities Dea
Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Alisha Wright?

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