Thomas Wright Asset Management, Inc.
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 105192
- Registered since
- May 15, 2015
- Website
- investwright.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.83%
- Charitable Organizations2.01%
- Individuals0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Thomas Wright Asset Management, Inc. is an independent, SEC-registered registered investment adviser that began filing with the SEC in 2015 and is owned by an individual. The firm serves individual and family clients and charges typical AUM-based fees. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm does not market itself as a multi-state adviser, pension consultant, capital allocator, or active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents15%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1William Wright
Vice PresidentCRD 4537584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan, PR
San Juan-Bayam_n, PR
Location
San Juan, PR
Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 53 Calle Palmeras
- Office locations
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