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WRIGHT PRIVATE ASSET MANAGEMENT LLC
CRD 139570File 801-66231
APPROVED
Retail clients
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$74.1M
Bottom 25% of cohort (national)
Discretionary AUM
$71.8M
Non-discretionary $2.4M
Clients
36
74 accounts
Employees
23
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 15, 2006
- Principal office
- 2 CORPORATE DRIVE, SUITE 770, SHELTON, CT, 06484
- Phone
- 203-783-4400
- Website
- HTTP://WWW.WRIGHTPAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $74.1M
- Discretionary AUM
- $71.8M
- Non-discretionary AUM
- $2.4M
- Discretionary accounts
- 72
- Non-discretionary accounts
- 2
- Total accounts
- 74
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $24.9M |
| Charitable organizations | Fewer than 5 | $13.8M |
| High net worth individuals | 16 | $27.7M |
| Individuals (other than high net worth individuals) | 20 | $7.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.