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WRIGHT ASSET MANAGEMENT INC

CRD 105599 · SEC 801-36116

147 D UNION AVENUE, MANASQUAN, NJ, 08736, United States

Phone

732-223-4223

Fax

732-528-8686

Registration

— (—)

Source

State registered

Total AUM

$49.5M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps; 40 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals22$8.5M
High net worth individuals14$33.6M
Pension/profit sharing plans1$5.2M
Charitable organizations1$406K
Corporations/business entities2$1.9M

Official SEC filing: View on IAPD