Wright Private Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shelton, CT. Its latest Form ADV filing, dated March 16, 2026, reports $74M in regulatory assets under management, 22 employees, 1 office, and 74 accounts.
Assets Under Management
$74M
Employees
22
Offices
1 office
Total Clients
36
Primary office
SHELTON, CT
2 CORPORATE DRIVE, SUITE 770, SHELTON, CT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
20
2
HNWI
44.4%
16
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$74Mas of March 16, 2026
Discretionary96.8%
$72M
97% of total RAUM96.8%
Non-discretionary3.2%
$2M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$74M
Total Accounts74
10Y AUM Change+$29M (+63.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee2:1
10Y Employee Change-2 (-8.3%)
* 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.