Dennis Wright
Dennis Wright is a ChFC-designated registered investment advisor at Wellspring Wealth Management LLC, based in Alpharetta, GA, with 31 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 262 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% up to 1.50% annually depending on factors such as portfolio complexity, asset level, and overall relationship. Fees are negotiable.
Fee Estimator
Location
11720 Amber Park Dr, Ste 150, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis is involved in several investment-related activities, including Wellspring Associates LLC (non-variable insurance), Wellspring Wealth Management LLC (registered investment advisor), Planmark Capital Management LLC, Planmark Financial Group (Third Party Administrator), and Wellspring Wealth LLC. He also works with Bridge Life, LLC (non-variable insurance), dedicating a few hours per week.
Employment History
Current Registrations
Wellspring Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wellspring Planning Group LLC
The Leaders Group, INC.Broker
LPL Financial Corporation
LPL Financial LLCBroker
Wellspring Wealth Management LLC
Investlinc Wealth Services
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
American General Securities IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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