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JOSEPH WRIGHT INVESTMENTS
JOSEPH WRIGHT, PC
CRD 166764
7225 N. ORACLE ROAD, #207, TUCSON, AZ, 85704, United States
Phone
520-861-2970
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.1M
Discretionary AUM
$3.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $3.6M |
| High net worth individuals | 3 | $537K |
All web addresses on file
Official SEC filing: View on IAPD