Wright Private Asset Management LLC

RIASEC RegisteredEst. 2006

Total AUM

$74.1M

Discretionary

$71.8M

97% of AUM

Avg account

$1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Shelton, Connecticut
CRD number: 139570
Registered since: February 15, 2006
Website: www.wrightinvestorsservice.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, FNZ TRUST COMPANY, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI37.34%
Corporations / Businesses33.61%
Charitable Organizations18.6%
Individuals10.44%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wright Private Asset Management LLC is an SEC-registered advisory firm organized as an LLC and operating since 2006. The firm serves individual and family clients, acting as a capital allocator and providing portfolio management for individuals, small businesses and institutions. It also engages in the selection of other advisers, which suggests a role coordinating external managers or specialists on behalf of clients. Compensation is through a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser in the provided data. The entity is listed as a related adviser and the ownership structure includes both an individual and a domestic entity.