CRD: 286311
Wright Investment Partners LLC
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-26-2017
- Office Locations
- 1
Office Locations
15 Prospect Lane Suite B7 Colonia NJ
About Wright Investment Partners LLC
Wright Investment Partners LLC is a Colonia-based RIA. The firm has been operating for 9 years. Managing $2.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
55 AVG AGE
$2.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MATTHEW SCOTT WRIGHT
Chief Compliance Officer, Managing Member, Principal
- CRD
- #3153526
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,816,093 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,816,093 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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