A complete list of active advisors currently associated with Wright Private Asset Management LLC

Warmer can help you find a great advisor at Wright Private Asset Management LLC or one who fits your needs even better.

Wright Private Asset Management LLC primarily serves individual clients, including high‑net‑worth investors, and also advises corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm provides discretionary and non‑discretionary portfolio management and related advisory services and manages roughly $74 million across about 36 client relationships. Investment management is provided under a sub‑advisory agreement with Wright, whose Investment Committee directs and oversees the investment process, supported by a proprietary database covering over 46,000 companies and maintained “investment grade” lists. WPAM’s strategies encompass equities and fixed income with formal duration, sector, and security analysis, occasional use of derivatives and hedging, and an optional tax‑loss harvesting program implemented by a third‑party sub‑adviser. Compared with many peers, WPAM is a wholly‑owned subsidiary of Wright and is affiliated with a FINRA‑member broker‑dealer (Wright Investors’ Service Distributors, Inc.), and some executives are registered representatives of that broker‑dealer while the firm also participates in Schwab Advisor Services. The firm’s materials disclose and promote historical and hypothetical performance information and third‑party ratings and provide clients access to a suite of proprietary research publications, all of which are potential considerations for prospective clients.

To learn more about the advisors currently working at Wright Private Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.