Shelton, CT Office
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Wright Private Asset Management LLC
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About
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.
Based on Wright Private Asset Management LLC
Expertise
Based on Wright Private Asset Management LLC
Location
2 Corporate Drive, Suite 770
Shelton CT 06484
Advisors at this office
2
Advisors at this office
Manish M
CFA®
Shelton, CT
Wright Private Asset Management LLC
Manish Maheshwari is a CFA® charterholder and financial advisor at Wright Private Asset Management LLC with six years of industry experience. His prior roles include positions at Victory Capital Management Inc. and Thomson Horstmann & Bryant, Inc. He also serves as president of the Perry Green Association in Wilton, CT. Wright Private Asset Management provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment decisions are guided by a proprietary corporate fundamental database and vetted through an Investment Committee that emphasizes financial strength and consistent profitability.
Amit K
Series 65
Shelton, CT
Wright Private Asset Management LLC
Amit Khandwala is a financial advisor at Wright Private Asset Management LLC with 29 years of industry experience. He holds a Series 65 designation and has been associated with Wright Investors' Service, Inc. since 1994. He joined Wright Private Asset Management in 2014 and continues to work in Shelton, CT. Wright Private Asset Management provides discretionary and non-discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm uses a proprietary investment process guided by an Investment Committee and offers specialized services such as automated tax-loss harvesting through third-party sub-advisers.
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