Wright Private Asset Management LLC
Wright Private Asset Management LLC is an SEC-registered ria in Shelton, CT with $74.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Wright Private Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139570, SEC 801-66231, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $74.1M (2026-05-11)
- Firm type
- Ria
- Location
- Shelton, CT
- Employees
- 23
- Clients
- 36
- CRD
- 139570
- Ownership
- SMITH, GREGORY, DAVID; HELM, EUGENE, JOSEPH; WRIGHT INVESTORS' SERVICE, INC.; DONOVAN, PETER, MORSE; BUMPALONG PARTNERS LLC
How much AUM does Wright Private Asset Management LLC have?
Wright Private Asset Management LLC reported $74.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Wright Private Asset Management LLC?
Disclosed owners and executives of Wright Private Asset Management LLC include SMITH, GREGORY, DAVID, HELM, EUGENE, JOSEPH, WRIGHT INVESTORS' SERVICE, INC., DONOVAN, PETER, MORSE, BUMPALONG PARTNERS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.