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WRIGHT PRIVATE ASSET MANAGEMENT LLC

SHELTON, CT · CRD 139570 · IAPD ↗ · wrightpam.com · 203-783-4400

$74.1MRegulatory AUM
10Advisory reps
23Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — WRIGHT PRIVATE ASSET MANAGEMENT LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2026 — WRIGHT PRIVATE ASSET MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
January 2026 — WRIGHT PRIVATE ASSET MANAGEMENT LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
January 2026 — WRIGHT PRIVATE ASSET MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2025 — WRIGHT PRIVATE ASSET MANAGEMENT LLC changed its website from wrightinvestorsservice.com to wrightpam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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