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| Keyboard |
| Thomas Wright Asset Management Inc
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|---|---|
| CRD # | 105192 |
| SEC # | 801-96292 |
| CIK # | |
| AUM | 341.3 M (2026-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 843-971-4265 |
| Address | 53 Calle Palmeras San Juan, PR 00901-2408 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.6 |
| (b) Individuals (high net worth individuals) | 30 | 333.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 341.3 |
| By Discretionary | ||
| Discretionary | 47 | 341.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 47 | 341.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.3 | |
| Total | 47 | 341.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Second 50 Financial LLC
✚
|
CA | 341.6 M |
|
Petros Family Wealth LLC
✚
|
MN | 341.6 M |
|
Ergawealth Advisors Inc
✚
|
IL | 341.5 M |
|
Blue Investment Management LLC
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|
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|
Eukles Asset Management LLC
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|
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|
Reichard Capital LLC
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|
NC | 341.0 M |
|
RM Private Wealth Management Inc
✚
|
FL | 340.9 M |
|
Premia Global Advisors LLC
✚
|
FL | 340.8 M |
|
Cap Six Advisors LLC
✚
|
TX | 340.8 M |
|
Phillips Wealth Planners LLC
✚
|
MS | 340.8 M |