WRIGHT Investment Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,816,093
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Wright Investment Partners LLC provides ongoing portfolio management services to individual and high-net-worth clients, preparing an Investment Policy Statement for each account and typically operating under discretionary authority to implement investment strategy on behalf of clients. The firm recommends equities primarily and may also use mutual funds, fixed‑income securities, ETFs, annuities, and non‑U.S. securities to construct diversified portfolios.
Investment decisions are driven by a blend of fundamental and quantitative analysis and are implemented with a predominantly long‑term trading approach, with accounts reviewed at least monthly and monitored against documented risk tolerances. The firm describes procedures to seek fair and equitable allocation of investment opportunities and uses IPSs to record client goals, time horizon, and risk tolerance.
Distinctively for a firm in the investment-manager category — which often serves pooled or institutional vehicles — Wright serves retail and high‑net‑worth individual clients and maintains an account minimum of $50,000 that may be waived. Operationally, the firm requires clients to use specified custodians (Interactive Brokers LLC or Altruist Financial, LLC), does not participate in wrap fee programs, does not accept performance‑based fees, and discloses the potential receipt of soft‑dollar research or services.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
1.00% annually
Account minimum: $50,000
Main office location
WRIGHT Investment Partners LLC
15 Prospect Lane, Suite B7
Colonia NJ 07067, United States
Number of offices
1
Most active in
WRIGHT Investment Partners LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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