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WAINWRIGHT INVESTMENT COUNSEL LLC
CRD 108711 · SEC 801-56485
ONE BOSTON PLACE, 29TH FLOOR, BOSTON, MA, 02108, United States
Phone
617-531-3100
Fax
617-531-3140
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.52B
Discretionary AUM
$127.1M
Team
17 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees; BESPOKE ADVISORY AND CONSULTING SERVICES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsBESPOKE ADVISORY AND CONSULT, SOLICIT FEES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $42.3M |
| High net worth individuals | 108 | $1.69B |
| Pooled investment vehicles | 1 | $13.5M |
| Pension/profit sharing plans | 4 | $6.0M |
| Charitable organizations | 12 | $161.4M |
| State/municipal entities | 10 | $2.84B |
| Corporations/business entities | 9 | $25.3M |
States served
AK, AZ, CA, CO, DE, DC, GA, IL, KY, ME, MD, MA, NE, NV, NJ, NY, OH, PA, RI, SC, VA, MO, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD