Thomas Wright Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Juan, PR. Its latest Form ADV filing, dated March 30, 2026, reports $341M in regulatory assets under management, 1 employee, and 47 accounts.
Assets Under Management
$341M
Employees
1
Offices
--
Total Clients
30
Primary office
SAN JUAN, PR
53 CALLE PALMERAS, SUITE 401, SAN JUAN, PR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
30
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$341Mas of March 30, 2026
Discretionary100.0%
$341M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$341M
Total Accounts47
10Y AUM Change+$76M (+28.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee30:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.