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WRIGHT PRIVATE ASSET MANAGEMENT LLC
CRD 139570 · SEC 801-66231
2 CORPORATE DRIVE, SUITE 770, SHELTON, CT, 06484, United States
Phone
203-783-4400
Fax
203-783-4401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$74.1M
Discretionary AUM
$71.8M
Team
23 total employees; 10 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $7.7M |
| High net worth individuals | 16 | $27.7M |
States served
CO, TN, CT, FL
All web addresses on file
Official SEC filing: View on IAPD