William Stuart Wright
Financial advisor at Thomas Wright Asset Management, Inc. · San Juan, PR
Last updated 2026-10-10
Claim your profileWilliam Stuart Wright is a financial advisor at Thomas Wright Asset Management, Inc. in San Juan, PR, CRD 4537584. Licenses and exams on the registration: Series 65. IAPD registration began 2012-04-16.
Registration
- CRD number
- 4537584
- Registration status
- Active
- IAPD registration
- 2012-04-16
- Industry Experience
- 14 years
- Work Experience
- 25 years
- States registered
- PR, TX
Licenses and exams
- Series 65
Work history
- 2001-06 to Present · Thomas Wright Asset Management, Inc. · Rio Grande, PR
Current employment
- Thomas Wright Asset Management, Inc. · San Juan, PR
Thomas Wright Asset Management, Inc.
- Regulatory AUM
- $341,270,603
- Registered advisors
- 1
- Offices
- 1
- Average AUM per client
- $11.4M (Moderate)
- High-net-worth client ratio
- 100.0% (Very high)
Thomas Wright Asset Management, Inc.: advisors, services and reported ETF investments
About
William Stuart Wright is a financial advisor at Thomas Wright Asset Management, Inc. in San Juan, PR. Reported securities licenses include Series 65. The latest record indicates 14 years of industry experience and 25 years of reported work history.
Thomas Wright Asset Management, Inc.'s firm-level Form ADV reports 1 advisors across 1 offices; approximately 30.0 clients per advisor, average assets per client of $11,375,687, and regulatory AUM of $341.3M; client categories including Individuals (non-HNW), High net worth individuals, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Portfolio Management: Businesses or Institutional Clients.
What this firm offers
Filed by Thomas Wright Asset Management, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
Location
53 Calle Palmeras, San Juan, PR 00901-2408
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 843-971-4265
- Website: investwright.com
Official record
Are you William Stuart Wright?
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