CRD: 105192
Thomas Wright Asset Management, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2001
- Office Locations
- 1
Office Locations
About Thomas Wright Asset Management, Inc.
Thomas Wright Asset Management is a fee-only RIA providing holistic financial planning and portfolio management, integrating objectives, implementation, and ongoing evaluation across a client’s full financial picture. The firm emphasizes risk-appropriate, tax-efficient portfolios built from high-quality equity and fixed income securities with above-average earnings growth potential, with a 35+ year discipline focused on long-term returns. Based in San Juan, PR; custodies with Fidelity/NFS.
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Investment Themes
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Platform
Services
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Owner & Executives
WILLIAM STUART WRIGHT
Chief Compliance Officer, DIRECTOR, Financial Advisor, President, TREASURER
- CRD
- #4537584
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,270,603 | $7,261,077 |
| Non-Discretionary | $0 | -- |
| Total | $341,270,603 | $7,261,077 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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