# Joseph Wright Investments

> Joseph Wright Investments is a state-registered investment advisory firm in Tucson, AZ, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 166764
- Filed as: JOSEPH WRIGHT INVESTMENTS
- Legal name: Joseph Wright, PC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166764
- AdvisorCensus page: https://advisorcensus.com/firm/joseph-wright-investments-tucson-az-166764

## Quick answers

**How is Joseph Wright Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Joseph Wright Investments reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Joseph Wright Investments located?**
Joseph Wright Investments' principal office is in Tucson, AZ, according to its Form ADV.

**Is Joseph Wright Investments registered with the SEC or a state?**
Joseph Wright Investments is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166764.

**How much does Joseph Wright Investments manage?**
Joseph Wright Investments reports $4,100,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (92% discretionary).

**What types of clients does Joseph Wright Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (3).

**Does Joseph Wright Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166764

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $4,100,000
- Discretionary: $3,772,659
- Non-discretionary: $327,341

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $3,563,378 |
| High net worth individuals | 3 | $536,622 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @JOEWRIGHTINVESTMENTS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joseph Wright Investments (CRD 166764): Form ADV filing data as of October 2026.