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THOMAS WRIGHT ASSET MANAGEMENT, INC.
CRD 105192 · SEC 801-96292
53 CALLE PALMERAS, SUITE 401, SAN JUAN, PR, 00901-2408, United States
Phone
843-971-4265
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$341.3M
Discretionary AUM
$341.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $333.9M |
States served
PR, TX
All web addresses on file
Official SEC filing: View on IAPD