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
23
Offices
2 offices
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 May 11, 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.
Total AUM$74M
Total Accounts74
10Y AUM Change+$29M (+63.8%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee2:1
10Y Employee Change-1 (-4.2%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.