Updated:
RightWise Wealth
RightWise Wealth launched in 2022 by Caitlyn Driehorst, structuring the firm as an independent registered investment advisor with an explicit fiduciary duty.
RightWise Wealth
RightWise Wealth launched in 2022 by Caitlyn Driehorst, structuring the firm as an independent registered investment advisor with an explicit fiduciary duty. Driehorst positions the practice against broker-dealer models that were transactionally focused on product sales and a second wave of advisors she argues were too narrowly confined to portfolio management. The firm's stated scope is the client's full financial life, from workplace benefits and tax planning to household budgeting. The firm serves a concentrated demographic: high-earning professionals and business owners in their 30s and 40s. Service pillars include tax-aware implementation for clients with restricted stock units and incentive stock options, retirement account selection and funding for S-Corp owners managing variable cash flow, and integrated insurance and estate planning for parents of young and teenage children. The firm describes its investment implementation as customized rather than model-driven, though it does not publicly disclose specific strategies, vehicles, or external manager relationships. RightWise Wealth is headquartered in Las Vegas and publishes a hand-written newsletter covering personal finance topics. Team size, total assets under advisement, and assets under management are not publicly disclosed. The firm has not announced a succession plan, outside capital partners, or adjacent operating or philanthropic vehicles. Driehorst's architecture is a single-office, founder-led RIA that deliberately rejects the siloed department structure of large wealth managers. The model bundles investment management with cash-flow planning, marital financial dynamics, and employer equity counseling into one advisory relationship — an integrated delivery system designed for complexity rather than net worth thresholds.
General information
Firm type
RIA
Year founded
2022
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Las Vegas
Corporate office
Las Vegas, NV, United States
Principals
Caitlyn Driehorst
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at RightWise Wealth?
Caitlyn Driehorst founded the firm and leads its advisory practice. The firm has not publicly named a separate Chief Investment Officer or an external investment committee. Implementation is described as customized to each client's circumstances rather than executed through a centralized model portfolio published by the firm.
How does RightWise Wealth source its clients?
The firm targets high-earning professionals in their 30s and 40s who are navigating a specific complexity inflection point — equity compensation, S-Corp ownership, or planning for children's education and retirement simultaneously. Marketing channels include a hand-written personal finance newsletter and firm-hosted events, as referenced on its website.
Is RightWise Wealth a fiduciary?
Yes. The firm explicitly markets itself as an independent and fiduciary financial advice firm. As a registered investment advisor, it is legally obligated to act in its clients' best interests, a structural distinction from the broker-dealer models Driehorst critiques in the firm's origin narrative.
Does RightWise Wealth manage assets on a discretionary basis?
The firm describes its service as investment management integrated with comprehensive financial planning, but it has not publicly disclosed whether specific client mandates are structured as discretionary, non-discretionary, or a mix. No ADV filings or regulatory disclosures were reviewed for this profile.
Does RightWise Wealth participate in alternatives, private markets, or fund commitments?
The firm's public materials focus on budgeting, tax planning, equity compensation strategy, retirement accounts, and insurance. There is no public mention of sourcing private equity, venture capital, hedge fund, or real asset commitments on behalf of clients, suggesting a concentration in public-market and tax-advantaged implementation.
What is RightWise Wealth's known posture on integrating workplace equity compensation into planning?
This is a core marketed competency. The firm specifically courts clients with stock compensation described as 'alphabet soup,' navigating incentive stock options, restricted stock units, and employee stock purchase plans. Services include tax planning around grant vesting, concentration risk management, and aligning equity with broader household goals.
Does RightWise Wealth maintain affiliated tax or legal practices?
The website mentions integrating tax services for quarterly filing, particularly for S-Corp owners. It has not publicly stated whether these services are provided in-house by credentialed tax professionals, through a separate but affiliated entity, or via third-party partnerships.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: