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| Wright Private Asset Management LLC
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| CRD # | 139570 |
| SEC # | 801-66231 |
| CIK # | 0001378434 |
| AUM | 74.1 M (2026-05-11) |
| Employees | 23 (43% Investors, 13% Brokers) |
| Phone | 203-783-4400 |
| Address | 2 Corporate Drive Shelton, CT 06484 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 0.7 | ||
| Pfizer Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.6 | ||
| AT&T Inc | 0.6 | ||
| International Business Machines Corp | 0.5 | ||
| US Bancorp de | 0.4 | ||
| Verizon Communications Inc | 0.4 | ||
| Honeywell International Inc | 0.4 | ||
| Wells Fargo & Co/MN | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 7.7 |
| (b) Individuals (high net worth individuals) | 16 | 27.7 |
| (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 | 13.8 |
| (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 | 24.9 |
| (n) Other | 0 | 0.0 |
| Total | 74 | 74.1 |
| By Discretionary | ||
| Discretionary | 72 | 71.8 |
| Non-Discretionary | 2 | 2.4 |
| Total | 74 | 74.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 26.5 | |
| United States Persons | 47.6 | |
| Total | 74 | 74.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001378434] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Wright Investors Service Inc
✚
|
CT | 1,207.9 M |
|
Wright Private Asset Management LLC
✚
|
CT | 74.1 M |
|
The Winthrop Corporation
✚
|
CT |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tuttle Wealth Partners LLC
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|
75.1 M | |
|
Whalen Capital Inc
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|
WI | 75.1 M |
|
Financial Planning Associates LLC
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|
NY | 74.7 M |
|
RCN Wealth Advisors Inc
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|
74.5 M | |
|
Lytle Investment Services Corp
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|
NY | 74.3 M |
|
Aspire Private Wealth Counsel LLC
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|
TN | 74.3 M |
|
Rpata LLC
✚
|
74.2 M | |
|
Reynolds Capital Management LLC
✚
|
NV | 74.2 M |
|
Sage Hill Advisory and Management LLC
✚
|
NY | 73.3 M |
|
Stewardship Partners Investment Counsel Inc
✚
|
73.2 M |