{"url":"https://nivawealth.com/firms/thomas-wright-asset-management-105192","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105192","regulatoryAum":341270603,"crd":"105192","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4537584","suffix":null,"lastName":"WRIGHT","firstName":"WILLIAM","middleName":"STUART"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-11","regulatoryAum":232545359,"clients":33,"employees":1,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":278291634,"clients":56,"employees":1,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":230875575,"clients":56,"employees":1,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":295444979,"clients":28,"employees":1,"offices":1},{"filedOn":"2025-03-18","regulatoryAum":320096899,"clients":27,"employees":1,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":341270603,"clients":30,"employees":1,"offices":1}],"secFileNumber":"801-96292","legalName":"Thomas Wright Asset Management, Inc.","displayName":"Thomas Wright Asset Management","slug":"thomas-wright-asset-management-105192","website":"https://investwright.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/105192/f8a8bd3c7e8501d2-r1.webp","tone":"light","width":598,"height":200,"sourceUrl":"https://investwright.com/","sourceLabel":"Thomas Wright Asset Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New York corporation","fiscalYearEnd":"December","headquarters":{"street":"53 Calle Palmeras, Suite 401","city":"San Juan","state":"PR","stateName":"Puerto Rico","country":"United States","postalCode":"00901-2408"},"tradeNames":[],"registration":{"secApproved":"15 May 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":341270603,"discretionary":341270603,"discretionaryAccounts":47,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":null,"fewerThan5":true,"regulatoryAum":560152},{"label":"High-net-worth individuals","clients":30,"regulatoryAum":333855686},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":6854765}],"feePrograms":[{"role":"main","program":"Investment Management Fee","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.2,"from":0},{"to":5000000,"pct":0.9,"from":1000000},{"to":20000000,"pct":0.7,"from":5000000},{"to":null,"pct":0.45,"from":20000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033556","versionId":1033556,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-30","documentName":"THOMAS WRIGHT ASSET MANAGEMENT, INC. DISCLOSURE BROCHURE","fee_rate_low":0.45,"fee_rate_high":1.2,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:08:39.424735+00:00","documents":[{"name":"THOMAS WRIGHT ASSET MANAGEMENT, INC. DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033556","versionId":1033556,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Fidelity Investments","shortName":"Fidelity","location":"Boston, MA","smaAssets":344848959}],"custodyNote":"Thomas Wright Asset Management does not have custody of client assets.","leadership":[{"name":"William Wright","title":"President, Director, Treasurer, Chief Compliance Officer","crd":"4537584"}],"ownership":[{"label":"William Wright","detail":"President, director, treasurer, chief compliance officer in the 75% or more ownership band and a control person, since March 2003."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Puerto Rico","offices":1,"addresses":[{"street":"53 Calle Palmeras, Suite 401","city":"San Juan","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"843-971-4265","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":82},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Cash and cash equivalents","percent":15}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/105192/PDF/105192.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033556","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Thomas Wright Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Thomas Wright Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Thomas Wright Asset Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Thomas Wright Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Thomas Wright Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Thomas Wright Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Thomas Wright Asset Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Thomas Wright Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Thomas Wright Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Thomas Wright Asset Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Thomas Wright Asset Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}