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- Custodian
- Altruist · Newport Trust · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-13-2017
- Office Locations
- 1
Office Locations
About Wright Benefit Advisors Inc.
Wright Benefit Advisors Inc. provides corporate and government consulting and insurance services supporting employee benefit plans, small businesses, and key individuals. The firm also offers financial and investment planning and portfolio construction, with portfolios that commonly use ETFs and public funds and a risk-management orientation, including retirement plan and socially responsible investing considerations.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PETER VANSISE WRIGHT
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4250736
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,914,974 | -- |
| Non-Discretionary | $25,590,099 | -- |
| Total | $31,505,073 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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