{
  "crd_number": 139570,
  "slug": "wright-private-asset-management-llc-shelton-ct-139570",
  "primary_business_name": "WRIGHT PRIVATE ASSET MANAGEMENT LLC",
  "legal_name": "WRIGHT PRIVATE ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": "Shelton",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "47930",
  "metro": {
    "cbsa_code": "47930",
    "common_name": "Waterbury",
    "msa_name": "Waterbury-Shelton, CT",
    "path": "/advisors/ct/waterbury"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-02-15",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-05-11",
  "carried_forward": false,
  "raum_total": 74119261.0,
  "raum_discretionary": 71760489.0,
  "raum_non_discretionary": 2358772.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 23,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 13788406.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 7738784.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 27677733.0,
      "count": 16
    },
    "corporations_other_businesses": {
      "raum": 24914338.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "CT",
    "FL",
    "TN"
  ],
  "websites": [
    "https://linkedin.com/company/wright-investors%27%E2%80%8B-service",
    "https://wrightinvestors.com",
    "https://wrightinvestorsservice.com",
    "https://wrightpam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139570",
  "city_as_filed": "SHELTON",
  "url": "https://advisorcensus.com/firm/wright-private-asset-management-llc-shelton-ct-139570",
  "display_name": "Wright Private Asset Management LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Wright Private Asset Management LLC (CRD 139570): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Wright Private Asset Management LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Wright Private Asset Management LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Wright Private Asset Management LLC located?",
      "a": "Wright Private Asset Management LLC's principal office is in Shelton, CT, according to its Form ADV."
    },
    {
      "q": "Is Wright Private Asset Management LLC registered with the SEC or a state?",
      "a": "Wright Private Asset Management LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139570."
    },
    {
      "q": "How much does Wright Private Asset Management LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Wright Private Asset Management LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Wright Private Asset Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (16)."
    },
    {
      "q": "Which custodians does Wright Private Asset Management LLC use?",
      "a": "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."
    },
    {
      "q": "Does Wright Private Asset Management LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Wright Private Asset Management LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 9 to 10. Registered or notice-filed in TN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 53027967.0,
      "total_employees": 18,
      "filing_date": "2021-03-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 56651796.0,
      "total_employees": 20,
      "filing_date": "2022-03-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 49566968.0,
      "total_employees": 17,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 61217028.0,
      "total_employees": 18,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 62427581.0,
      "total_employees": 22,
      "filing_date": "2025-06-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 74119261.0,
      "total_employees": 23,
      "filing_date": "2026-05-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 10.",
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 9.",
        "Regulatory assets under management went from $62,427,581 to $74,119,261 (+19%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in CO.",
        "No longer registered or notice-filed in AK."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,000 to $5,000,000",
        "rate": "1%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.75%"
      },
      {
        "band": "$10,000,000 to $25,000,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $25,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$6,250",
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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% \nNext $4,000,000 1.00% \nNext $5,000,000 0.75% \nNext $15,000,000 0.50% \nOver $25,000,000 Negotiable"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $6,250"
        ],
        "quotes": [
          "Minimum Annual Fee: $6,250"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 1000000.0,
          "max": 5000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 5000000.0,
          "max": 10000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 10000000.0,
          "max": 25000000.0,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 6250.0,
      "planning": []
    },
    "quotes": [
      "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% \nNext $4,000,000 1.00% \nNext $5,000,000 0.75% \nNext $15,000,000 0.50% \nOver $25,000,000 Negotiable",
      "Minimum Annual Fee: $6,250"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "FNZ Trust Company, LLC",
      "name_as_filed": "FNZ TRUST COMPANY, LLC",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wright-private-asset-management-llc-shelton-ct-139570.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 7738784.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 27677733.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 13788406.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 24914338.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139570",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}