Knoxville, TN Office

Wright Private Asset Management (WPAM) provides discretionary and non‑discretionary portfolio management and related advisory services to individuals (including high‑net‑worth clients), as well as corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm also makes proprietary research publications available to clients and may engage third‑party sub‑advisers to deliver specialized services such as automated tax‑loss harvesting.

Investment decisions for WPAM accounts are directed and overseen through a sub‑advisory arrangement with Wright’s Investment Committee, which uses a large proprietary corporate fundamental database and maintains defined “investment grade” lists (1,798 companies as of 12/31/2025) to guide equity and fixed‑income selection. The stated approach emphasizes financial strength, consistent profitability, relative valuation within sectors, and regular committee review of economic, sector, and security‑level developments.

The brochure highlights features that differentiate WPAM from many peers: it is a wholly owned subsidiary of Wright and operates within a corporate group that includes a FINRA‑registered broker‑dealer, and certain executives are registered representatives of that broker‑dealer. WPAM also discloses the provision of regular performance information in client reports, the use of third‑party research and soft‑dollar arrangements, and the engagement of affiliated and unaffiliated advisers and sub‑advisers to provide or support investment services.