WRIGHT Investment Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,816,093
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Wright Investment Partners LLC provides ongoing portfolio management services to individual investors, including high net worth clients, delivering personalized Investment Policy Statements that document goals, tax considerations, risk tolerance, and time horizon. The firm offers discretionary management to implement asset allocation, asset selection, and regular portfolio monitoring and charges asset-based advisory fees (it does not participate in wrap fee programs).
The firm’s investment process blends fundamental and quantitative analysis and primarily employs a long-term trading strategy, recommending equities alongside mutual funds, fixed-income products, ETFs, annuities, and selected non-U.S. securities. Accounts are reviewed at least monthly and the firm requests discretionary trading authority; it also requires clients to use specified custodians (Interactive Brokers LLC or Altruist Financial, LLC) and may receive research or other soft-dollar benefits from broker-dealers.
Noteworthy for its category, WIPLLC is a small, single-management adviser with modest assets under management that nonetheless serves retail and high-net-worth individuals—an uncommon client mix for firms classified as investment managers focused on pooled or institutional mandates. The firm emphasizes fair allocation of limited investment opportunities (including IPOs), does not accept performance-based fees, maintains a written Code of Ethics, and provides quarterly custodian reporting to clients.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
1.00% annually
Account minimum: $50,000
Main office location
WRIGHT Investment Partners LLC
15 Prospect Lane, Suite B7
Colonia NJ 07067, United States
Number of offices
1
Most active in
WRIGHT Investment Partners LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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