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THOMAS WRIGHT ASSET MANAGEMENT, INC.
CRD 105192File 801-96292
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$341.3M
Below cohort median (national)
Discretionary AUM
$341.3M
Clients
30
47 accounts
Employees
1
Below cohort median in PR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 15, 2015
- Principal office
- 53 CALLE PALMERAS, SUITE 401, SAN JUAN, PR, 00901-2408
- Phone
- 843-971-4265
- Website
- HTTP://WWW.INVESTWRIGHT.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $341.3M
- Discretionary AUM
- $341.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 47
- Non-discretionary accounts
- 0
- Total accounts
- 47
- AUM per client
- $11.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $6.9M |
| High net worth individuals | 30 | $333.9M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $560K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 27 | 30 | increased by3 |
| Apr 1, 2026 | AUM | $320,096,899 | $341,270,603 | increased by$21,173,704 |
| Apr 1, 2026 | Accounts | 57 | 47 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 56 | 27 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $278,291,634 | $320,096,899 | increased by$41,805,265 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 58 | 57 | decreased by1 |
| Apr 1, 2022 | Clients | 33 | 56 | increased by23 |
| Apr 1, 2022 | AUM | $232,545,359 | $278,291,634 | increased by$45,746,275 |
| Apr 1, 2022 | Accounts | 60 | 58 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THOMAS WRIGHT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THOMAS WRIGHT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.