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 a privately owned, SEC-registered investment adviser operating since 2006 as a limited liability company. The firm is organized as a non-independent retail RIA that serves individual and family clients and acts as a capital allocator. Its advisory services focus on portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers, indicating an active role in sourcing and monitoring external managers. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not market itself as an ESG investor and lists affiliations with both a broker-dealer and other investment advisers.