Thomas Wright Asset Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Thomas Wright Asset Management reports 30 clients. They include 30 high-net-worth individuals. Of its assets, 100.0% ($341M across 47 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 100% | 98% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $560K | 0.2% | — |
| High-net-worth individuals | 30 | $334M | 97.8% | $11.1M |
| Charitable organizations | Fewer than 5 | $6.85M | 2.0% | — |
| Total | 30 | $341M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $560K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 30
- Regulatory AUM
- $334M
- AUM share
- 97.8%
- Avg. per client
- $11.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.85M
- AUM share
- 2.0%
- Avg. per client
- —
Total
- Clients
- 30
- Regulatory AUM
- $341M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Thomas Wright Asset Management charges 0.45%–1.20% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.20% |
| $1M–$5M | 0.90% |
| $5M–$20M | 0.70% |
| $20M and above | 0.45% |
Fee details and sources
William Wright owns 75% or more of Thomas Wright Asset Management. The leadership team of Thomas Wright Asset Management includes President William Wright. It has 1 employee.
Leadership
- William WrightPresident, Director, Treasurer, Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- William Stuart Wright
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Thomas Wright Asset Management, Inc.
William Wright
Control person · since March 2003
Thomas Wright Asset Management’s regulatory assets grew from $233M (March 2021) to $341M (March 2026); clients fell from 33 to 30 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $341M | 30 | 1 | 1 |
| March 2025 | $320M | 27 | 1 | 1 |
| March 2024 | $295M | 28 | 1 | 1 |
| March 2023 | $231M | 56 | 1 | 1 |
| March 2022 | $278M | 56 | 1 | 1 |
| March 2021 | $233M | 33 | 1 | 1 |
Besides its headquarters, Thomas Wright Asset Management has 0 offices, with 1 listed address in Puerto Rico.
Puerto Rico · 1 listed address
- 53 Calle Palmeras, Suite 401, San JuanHQ
Contact and registration details
- Legal name
- Thomas Wright Asset Management, Inc.
- Headquarters
- 53 Calle Palmeras, Suite 401, San Juan, PR 00901-2408
- Website
- investwright.com
- Phone
- 843-971-4265
- SEC file
- 801-96292
- Structure
- New York corporation
- Fiscal year end
- December
Thomas Wright Asset Management uses Fidelity ($345M) as custodian for its separately managed accounts. Thomas Wright Asset Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- FidelityFidelity Investments · Boston, MA · $345M100%
At year end, Thomas Wright Asset Management’s separately managed accounts were mostly in stocks (82%) and cash (15%).
What the accounts hold
- Stocks82%
- Bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash15%
How many clients does Thomas Wright Asset Management have?
Thomas Wright Asset Management has 30 clients and manages $341 million for them, as of March 2026. They include 30 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Thomas Wright Asset Management offer?
Thomas Wright Asset Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Thomas Wright Asset Management charge?
Thomas Wright Asset Management charges 0.45%–1.20% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Source: THOMAS WRIGHT ASSET MANAGEMENT, INC. DISCLOSURE BROCHURE, filed 30 March 2026
Which custodians does Thomas Wright Asset Management use?
Thomas Wright Asset Management’s separately managed account assets are held at Fidelity Investments (Boston, MA), with $345M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Thomas Wright Asset Management have?
Thomas Wright Asset Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Thomas Wright Asset Management invest in?
At the end of its last fiscal year, Thomas Wright Asset Management’s separately managed accounts held 82% exchange-traded equities, 15% cash and equivalents, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Thomas Wright Asset Management have a minimum investment?
Yes, Thomas Wright Asset Management’s minimum account size for its Investment Management Fee is $1M.
Source: THOMAS WRIGHT ASSET MANAGEMENT, INC. DISCLOSURE BROCHURE, filed 30 March 2026
Who owns Thomas Wright Asset Management?
Thomas Wright Asset Management’s direct owner is William Wright (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Thomas Wright Asset Management get paid?
Thomas Wright Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Thomas Wright Asset Management registered with the SEC?
Yes, Thomas Wright Asset Management has been registered with the SEC as an investment adviser since 15 May 2015. Its CRD number is 105192 and its SEC file number is 801-96292.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Thomas Wright Asset Management?
Thomas Wright Asset Management’s main office is at 53 Calle Palmeras, Suite 401, San Juan, PR 00901-2408. Its phone number is 843-971-4265. Its website is investwright.com.