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WRIGHT PRIVATE ASSET MANAGEMENT LLC

2 Corporate Drive
Suite 770
Shelton, Connecticut 06484
Tel: 203-783-4400

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About WRIGHT PRIVATE ASSET MANAGEMENT LLC

WRIGHT PRIVATE ASSET MANAGEMENT LLC, formally registered with the SEC as WRIGHT PRIVATE ASSET MANAGEMENT LLC. The firm was established in 02/15/2006. They have over 1 offices throughout the country.

WRIGHT PRIVATE ASSET MANAGEMENT LLC is a Shelton, Connecticut based Financial Planning firm with nearly $61,217,028 assets under management, offering retirement planning & investment advisory services to 88 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#139570
SEC#801-66231
Assets Managed by Firm$61,217,028
No. of Clients88
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total88$61,217,028
Individuals (other than high net worth individuals)28$10,943,641
High net worth individuals11$19,072,733
Charitable organizationsFewer than 5 clients$11,521,483
Corporations or other businessesFewer than 5 clients$19,679,171

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