THOMAS WRIGHT ASSET MANAGEMENT, INC.

Overview

Thomas Wright Asset Management, Inc. is an independent registered investment adviser that manages discretionary portfolios for individuals, families and small institutions. The firm is SEC-registered since 2015 and operates on a percentage-of-assets fee model. Its advisory services center on financial planning and portfolio management for individuals, small businesses and institutional/business clients. The firm reports a clear preference for equity-focused allocations and runs client mandates on a discretionary basis rather than as a capital allocator to third‑party managers. The firm is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. Advisory activity is concentrated on direct portfolio construction and financial planning rather than outsourced manager-of-managers solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices