Lance Wright
Financial advisor at Mgo One Seven LLC · Beachwood, OH
Last updated 2026-10-10
Claim your profileLance Wright is a financial advisor at Mgo One Seven LLC in Beachwood, OH, CRD 8155318. Licenses and exams on the registration: Series 65. IAPD registration began 2025-10-13.
Registration
- CRD number
- 8155318
- Registration status
- Active
- IAPD registration
- 2025-10-13
- Industry Experience
- 0 years
- Work Experience
- 12 years
- States registered
- TX
Licenses and exams
- Series 65
Work history
- 2025-07 to Present · Oneseven Dba Wolfe Wealth Management · Beachwood, OH
- 2017-08 to 2025-07 · St. Paul's Episcopal School · Waco, TX
- 2014-08 to 2017-06 · Waco Connally Isd · Waco, TX
Current employment
- Oneseven · Beachwood, OH
Mgo One Seven LLC
- Regulatory AUM
- $7,717,771,462
- Registered advisors
- 118
- Offices
- 99
- Clients per advisor
- 138.4 (High)
- Average AUM per client
- $472.5K (Low)
- High-net-worth client ratio
- 11.7% (Low)
Mgo One Seven LLC: advisors, services and reported ETF investments
About
Lance Wright is a financial advisor at Oneseven, operating as Mgo One Seven LLC in Beachwood, OH. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 12 years of reported work history.
Mgo One Seven LLC's firm-level Form ADV reports 118 advisors across 99 offices; approximately 138.4 clients per advisor, average assets per client of $472,468, and regulatory AUM of $7.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; 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 $3B across 614 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Lance Wright personally.
Reported ETF positions
Mgo One Seven reports 614 ETF positions worth $3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $165.7M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $61.1M |
| IVW — iShares S&P 500 Growth ETF | $60.3M |
| IVV — iShares Core S&P 500 ETF | $59.7M |
| VTV — Vanguard Morningstar Value ETF | $56.2M |
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
Mgo One Seven's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $32.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $61.1M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $7M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | MUU — Direxion Daily MU Bull 2X ETF | $4.3M | Top 99.6% | Replicability (R²) 20.2% · Residual Sharpe 0.60 |
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 Mgo One Seven LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
24400 Chagrin Blvd., Beachwood, OH 44122
119 advisors at this office.
Contact
The firm's filed contact details.
Official record
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