J
CRD: 166764
Joseph Wright Investments
Tucson, AZ, 85704
5208612970
$4.1M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-26-2013
- Office Locations
- 1
Office Locations
7225 N. Oracle Road, #207 Tucson AZ
About Joseph Wright Investments
Joseph Wright Investments is a Tucson-based RIA. The firm has been operating for 13 years. Managing $4.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$78.8K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Accredited Investors
Foundation
Asset Classes
Meridian Horizon Atlas Focus optima Prime radial
Client Personas
Matrix oak
Investment Themes
Focus Quantum
Investment Vehicles
Optima horizon
Services
Momentum catalyst Foundation ridge Value Catalyst peak
Owner & Executives
J
JOSEPH WRIGHT
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1143642
- Ownership
- 75% or more
(847) 638-5120
vital.meridian@insightcapital.com
in linkedin.com/in/frontier-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,772,659 | -- |
| Non-Discretionary | $327,341 | -- |
| Total | $4,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,100,000
Public Funds:
30.9% Equity - Exchange:
17.0% Cash:
52.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,775,959,143 | 30.9% |
| Equity - Exchange | $1,527,226,713 | 17.0% |
| Cash | $4,680,500,690 | 52.1% |
| Total | $8,983,686,546 | 100.0% |