AdvisorCensus / Financial advisors / Connecticut / Waterbury / Wright Private Asset Management LLC
Wright Private Asset Management LLC is an SEC-registered investment advisory firm in Shelton, CT, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.
Quick answers
From the filingHow is Wright Private Asset Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Wright Private Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Wright Private Asset Management LLC charge?
Its Form ADV Part 2A brochure dated May 11, 2026 states: Up to $1,000,000: 1.25% a year; $1,000,000 to $5,000,000: 1% a year; $5,000,000 to $10,000,000: 0.75% a year; $10,000,000 to $25,000,000: 0.5% a year; Above $25,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Wright Private Asset Management LLC located?
Wright Private Asset Management LLC's principal office is in Shelton, CT, according to its Form ADV.
Is Wright Private Asset Management LLC registered with the SEC or a state?
Wright Private Asset Management LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139570.
How much does Wright Private Asset Management LLC manage?
Wright Private Asset Management LLC reports $74,119,261 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (97% discretionary).
How have Wright Private Asset Management LLC's assets and staff changed since 2021?
In the Form ADV data for Wright Private Asset Management LLC: Regulatory assets under management: $53,027,967 in the October 2021 data and $74,119,261 in the October 2026 data, up 40%. Total employees: 18 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wright Private Asset Management LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (16).
Which custodians does Wright Private Asset Management LLC use?
Wright Private Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., FNZ Trust Company, LLC and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.
Does Wright Private Asset Management LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139570
What changed in Wright Private Asset Management LLC's recent Form ADV filings?
In the June 2026 filing data: Employees performing advisory functions went from 9 to 10. Registered or notice-filed in TN.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.25% |
| $1,000,000 to $5,000,000 | 1% |
| $5,000,000 to $10,000,000 | 0.75% |
| $10,000,000 to $25,000,000 | 0.5% |
| Above $25,000,000 | See the brochure |
The brochure's wording
All fees are negotiable and may be billed in advance or in arrears. Investors with related accounts will not be billed on the aggregate assets under management. However, in general, WPAM’s fees are as follows:
First $1,000,000 1.25% Next $4,000,000 1.00% Next $5,000,000 0.75% Next $15,000,000 0.50% Over $25,000,000 Negotiable
Minimum annual fee: $6,250
The brochure's wording
Minimum Annual Fee: $6,250
As stated in the firm's Form ADV Part 2A brochure dated May 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$74,119,261 as of October 2026, filing dated May 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (20 years)
- Employees
- Total: 23. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $74,119,261 | 23 | May 11, 2026 |
| October 2025 | $62,427,581 | 22 | June 2, 2025 |
| October 2024 | $61,217,028 | 18 | March 14, 2024 |
| October 2023 | $49,566,968 | 17 | March 7, 2023 |
| October 2022 | $56,651,796 | 20 | March 1, 2022 |
| October 2021 | $53,027,967 | 18 | March 17, 2021 |
Regulatory assets under management: $53,027,967 in the October 2021 data and $74,119,261 in the October 2026 data, up 40%.
Total employees: 18 in October 2021 and 23 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Employees performing advisory functions went from 9 to 10.
- Registered or notice-filed in TN.
- April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $62,427,581 to $74,119,261 (+19%).
- January 2026
- Registered or notice-filed in CO.
- No longer registered or notice-filed in AK.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wright Private Asset Management LLC (CRD 139570): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wright-private-asset-management-llc-shelton-ct-139570