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THOMAS WRIGHT ASSET MANAGEMENT, INC.

SAN JUAN, PR · CRD 105192 · IAPD ↗ · investwright.com · 843-971-4265

$341.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — THOMAS WRIGHT ASSET MANAGEMENT, INC. reported RAUM up 28% ($230.9M -> $295.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.