Thomas Wright Asset Management Inc

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Assets, Funds, Holdings

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Thomas Wright Asset Management Inc
CRD #105192
SEC #801-96292
CIK #
AUM $295.4 MM (2024-03-26)
Employees 1 (100% Investors, 0% Brokers)
Phone843-971-4265
Address53 Calle Palmeras
San Juan, PR 00901-2408
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1 0.8
(b) Individuals (high net worth individuals) 27 288.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 5.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 61 295.4
By Discretionary
Discretionary 61 295.4
Non-Discretionary 0 0.0
Total 61 295.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 295.4
Total 61 295.4
Comparable Firms State AUM ($BB)
Marin Wealth Advisors LLC
CA 0.3
Congress Park Capital LLC
NY 0.3
Family Capital Management Inc
MI 0.3
Burns Matteson Capital Management LLC
NY 0.3
Regimen Wealth LLC
GA 0.3
Envision Financial Transparency LLC
NC 0.3
CPR Investments Inc
MI 0.3
Platform Wealth Management LLC
UT 0.3
Ascendant Financial Solutions Inc
AZ 0.3
Alpha Financial Partners LLC
KY 0.3
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