DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Wright Private Asset Management LLC
Latest filing May 11, 2026
First filing on the tape Mar 28, 2012 · 30 filings
SEC status approved since Feb 15, 2006
RAUM
$74.1M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
48%
$35.4M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$18.5M
derived; firm RAUM over IAPD count
Employees
23
10 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$74.1M as of May 11, 2026
Mar 28, 2012$102M then
HNW client RAUM$27.7M as of May 11, 2026
Mar 28, 2018$25.9M then
State-registered IARs (5.B.3)8 as of May 11, 2026
Feb 6, 20131 then
Employees (5.A)23 as of May 11, 2026
Feb 6, 20131 then
Private funds: no history
RAUM +19% over the last fiscal year+14% a year over threeIARs 6 to 8offices 0 to 2
Practice profile
derived from the filing of May 11, 2026; every figure names its basis
- RAUM per advisor
- $18.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 9derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 19%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 5.8derivedItem 5.A over advisors
- Advisors per office
- 1.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.9%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$27.7M37%
- Corporations and businesses$24.9M34%
- Charitable organizations$13.8M19%
- Individuals$7.7M10%
- Individual clients
- 20reported
- HNW clients
- 16reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 74reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.48 fund_share=0.0 institutional_share=0.19 related_bd=true related_bank=false bd_reps=3.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Chris David Landry | Knoxville, Tn | Jan 1, 2025 | 26 y | 3 |
| Matthew H Tepoorten | Denver, Co | Dec 19, 2025 | 26 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Joseph Domato to Northwestern Mutual Investment Services,LLCAug 1, 2017 · Other
- Theodore Samuel Roman to Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 11, 2016 · Other
- Susan Cheswick Brewer to Macguire, Cheswick & Tuttle Investment Counsel LLCOct 27, 2009 · Other
- David Pierson Tuttle to Macguire, Cheswick & Tuttle Investment Counsel LLCMar 4, 2009 · Other
Joined, latest
- Matthew H Tepoorten from Charles Schwab & Co., Inc.Dec 19, 2025 · Affiliated broker-dealer or bank to independent RIA
- Susan Cheswick Brewer from Cheswick Investment Co IncorporatedJul 31, 2006 · Other
- Diane Helena Timpany from Wright Investors Service IncJul 24, 2006 · Other
- David Pierson Tuttle from Cheswick Investment Co IncorporatedJul 24, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J Michael Fleming · Chief Compliance Officercontrolsince 08/2018 · owns less than 5%
- Sharadchandra Amit Khandwala · Chairman, Ceo And Ciocontrolsince 07/2018 · owns less than 5%
- Anthony Ewoud Mello Van Daalen · President And Cio Of Global Fixed Incomecontrolsince 07/2018 · owns less than 5%
- Sharadchandra Amit Khandwala · Shareholdercontrolsince 07/2018 · owns 75% or more of Khandwala Capital Management, Inc.
Entity owners
- Wright Investors' Service, Inc. · Memberdirect · owns 75% or more
- Khandwala Capital Management, Inc. · Shareholderindirect · owns 75% or more of The Winthrop Corporation
- The Winthrop Corporation · Shareholderindirect · owns 75% or more of Wright Investors' Service, Inc.
Related persons
Schedule D 7.A
- The Winthrop Corporationinvestment advisery
- Wright Investors Service Incinvestment adviseryRAUM $1.2B
- Wright Investors' Service Distributors, Inc.broker-dealern
Advisers that list Wright Private Asset Management LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Shelton, Ct · principal | 4 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 9 to 10Mar 16, 2026 to May 11, 2026
- Employees · 22 to 23Mar 16, 2026 to May 11, 2026
- Insurance-licensed employees · 6 to 7Mar 16, 2026 to May 11, 2026
- State-registered IARs · 7 to 8Mar 16, 2026 to May 11, 2026
- Other offices · 1 to 2Mar 16, 2026 to May 11, 2026
- Accounts · 81 to 74Dec 19, 2025 to Mar 16, 2026
- Advisory employees · 8 to 9Dec 19, 2025 to Mar 16, 2026
- Advisory activities · 2 to 3Dec 19, 2025 to Mar 16, 2026
- BD registered reps · 4 to 3Dec 19, 2025 to Mar 16, 2026
- HNW clients · 13 to 16Dec 19, 2025 to Mar 16, 2026
- Individual clients · 21 to 20Dec 19, 2025 to Mar 16, 2026
- State-registered IARs · 6 to 7Dec 19, 2025 to Mar 16, 2026
- Discretionary RAUM · $62.4M to $71.8MDec 19, 2025 to Mar 16, 2026
- HNW RAUM · $20.6M to $27.7MDec 19, 2025 to Mar 16, 2026
- Individual RAUM · $7.4M to $7.7MDec 19, 2025 to Mar 16, 2026
- Non-discretionary RAUM · $0 to $2.4MDec 19, 2025 to Mar 16, 2026
- RAUM · $62.4M to $74.1MDec 19, 2025 to Mar 16, 2026
- Other offices · 0 to 1Oct 6, 2025 to Dec 19, 2025
- Financial planning clients · unset to Mar 17, 2025 to Jun 2, 2025
- Accounts · 88 to 81Dec 3, 2024 to Mar 17, 2025
- Advisory employees · 7 to 8Dec 3, 2024 to Mar 17, 2025
- HNW clients · 11 to 13Dec 3, 2024 to Mar 17, 2025
- Individual clients · 28 to 21Dec 3, 2024 to Mar 17, 2025
- Employees · 18 to 22Dec 3, 2024 to Mar 17, 2025
- Discretionary RAUM · $58.2M to $62.4MDec 3, 2024 to Mar 17, 2025
- HNW RAUM · $19.1M to $20.6MDec 3, 2024 to Mar 17, 2025
- Individual RAUM · $10.9M to $7.4MDec 3, 2024 to Mar 17, 2025
- Non-discretionary RAUM · $3.0M to $0Dec 3, 2024 to Mar 17, 2025
- RAUM · $61.2M to $62.4MDec 3, 2024 to Mar 17, 2025
- Accounts · 77 to 88Mar 7, 2023 to Mar 14, 2024
- Advisory employees · 6 to 7Mar 7, 2023 to Mar 14, 2024
- BD registered reps · 5 to 4Mar 7, 2023 to Mar 14, 2024
- HNW clients · 12 to 11Mar 7, 2023 to Mar 14, 2024
- Individual clients · 30 to 28Mar 7, 2023 to Mar 14, 2024
- Employees · 17 to 18Mar 7, 2023 to Mar 14, 2024
- Insurance-licensed employees · 7 to 6Mar 7, 2023 to Mar 14, 2024
- State-registered IARs · 7 to 6Mar 7, 2023 to Mar 14, 2024
- Discretionary RAUM · $49.6M to $58.2MMar 7, 2023 to Mar 14, 2024
- HNW RAUM · $20.0M to $19.1MMar 7, 2023 to Mar 14, 2024
- Individual RAUM · $9.9M to $10.9MMar 7, 2023 to Mar 14, 2024
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 203-783-4401reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 800-232-0013reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/wright-investors%27%E2%80%8B-servicereportedpublic record, Form ADV, Sep 17, 2026
- Website
- WRIGHTPAM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 203-783-4400reportedpublic record, Form ADV, May 11, 2026
- Contact form
- wrightinvestorsservice.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- wrightinvestorsservice.com/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $18.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026