Wright Private Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,416,517
Clients
36
44% high-net worth
Advisors
1
of 22 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
LowAverage account size
$983,792
About
Wright Private Asset Management LLC primarily serves individual clients, including high‑net‑worth investors, and also advises corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm provides discretionary and non‑discretionary portfolio management and related advisory services and manages roughly $74 million across about 36 client relationships.
Investment management is provided under a sub‑advisory agreement with Wright, whose Investment Committee directs and oversees the investment process, supported by a proprietary database covering over 46,000 companies and maintained “investment grade” lists. WPAM’s strategies encompass equities and fixed income with formal duration, sector, and security analysis, occasional use of derivatives and hedging, and an optional tax‑loss harvesting program implemented by a third‑party sub‑adviser.
Compared with many peers, WPAM is a wholly‑owned subsidiary of Wright and is affiliated with a FINRA‑member broker‑dealer (Wright Investors’ Service Distributors, Inc.), and some executives are registered representatives of that broker‑dealer while the firm also participates in Schwab Advisor Services. The firm’s materials disclose and promote historical and hypothetical performance information and third‑party ratings and provide clients access to a suite of proprietary research publications, all of which are potential considerations for prospective clients.
Client services
Portfolio management
Selection of other advisers
Expertise
Tax-loss harvesting
Fee options
Fixed fees may be agreed with certain clients; no specific amounts stated
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
Account minimum: $1,000,000 Minimum fee: $6,250 minimum annual fee Fee-only: Standard fee schedule or negotiated fixed fees; fees are negotiable
Main office location
Wright Private Asset Management LLC
2 Corporate Drive, Suite 770
Shelton CT 06484, United States
Number of offices
2
Most active in
Wright Private Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Connecticut · Florida
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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
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