WRIGHT INVESTMENT PARTNERS LLC

RIASEC Registered

Total AUM

$2.8M

Discretionary

$2.8M

100% of AUM

Avg account

$563K

Accounts

Employees

Advisory reps

Firm details

Headquarters: COLONIA, New Jersey
CRD number: 286311
Website: www.wrightinvestmentpartners.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC, THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM
Client types: HNWI98.31%
Individuals1.69%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Wright Investment Partners LLC is a small, owner-managed advisory firm that focuses on financial planning and active portfolio management for individuals and small businesses. The firm favors equity exposure, with a preference for exchange-traded securities as its primary allocation tool. It charges clients a percentage-of-assets fee and does not present itself as an ESG-focused manager, a pension consultant, or a capital allocator. The firm reports using separately managed account (SMA) structures and relies on third-party products — notably mutual funds and annuities — to supplement direct equity positions.