# Wright Planning LLC

Wright Planning LLC is a RIA based in Fishers, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fishers, United States
- **Assets under management:** Undisclosed
- **Website:** https://wrightplanning.com

## Regulatory record

- **CRD number:** 319025
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319025

## About

Wright Planning, LLC is a fee-only financial planning firm that provides tax-focused planning and investment management to business owners. It is a registered investment advisor registered with the state of Indiana.

## Sectors

- business owners

## People

- Brian O. Wright — CFP®, MBA
- Joshua Walker
- Brian Wright — Chief Compliance Officer

## Questions

### What sectors does Wright Planning LLC invest in?

No sector-specific investments have been reported. Wright Planning LLC has no publicly known portfolio companies, real estate holdings, or financial instruments. Its sector exposure is entirely unobservable.

## Related profiles

- [Disrupt Digital Investments](https://altss.com/profile/disrupt-digital-investments-llc)

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Last updated: 2026-08-11T15:08:32.892Z

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