William I. Wright

Financial advisor at Asset Strategy Consultants LLC

Last updated 2026-10-10

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William I. Wright is a financial advisor at Asset Strategy Consultants LLC, CRD 6535348. Licenses and exams on the registration: Series 65. IAPD registration began 2015-10-08.

Registration

CRD number
6535348
Registration status
Active
IAPD registration
2015-10-08
Industry Experience
11 years
Work Experience
12 years
States registered
PA

Licenses and exams

  • Series 65

Work history

  • 2015-07 to Present · Asset Strategy Retirement Plan Consultants LLC · Mechanicsburg, PA
  • 2014-01 to Present · Self Employed · Camp Hill, PA
  • 2015-07 to Present · Asset Strategy Consultants · Hunt Valley, MD

Current employment

SEC IAPD record for William I. Wright

Asset Strategy Consultants LLC

Regulatory AUM
$5,157,339,356
Registered advisors
5
Offices
3
Clients per advisor
9.6 (Low)
Average AUM per client
$107.4M (Moderate)
High-net-worth client ratio
22.9% (Moderate)

Asset Strategy Consultants LLC: advisors, services and reported ETF investments

About

William I. Wright is a financial advisor at Asset Strategy Consultants LLC. Reported securities licenses include Series 65. The latest record indicates 11 years of industry experience and 12 years of reported work history.

Asset Strategy Consultants LLC's firm-level Form ADV reports 5 advisors across 3 offices; approximately 9.6 clients per advisor, average assets per client of $107,444,570, and regulatory AUM of $5.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Insurance companies; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, and Publication of Periodicals or Newsletters.

What this firm offers

Filed by Asset Strategy Consultants LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

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

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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