THOMAS WRIGHT ASSET MANAGEMENT, INC.
CRD #105192 SEC #801-96292 SAN JUAN, PR 843-971-4265
SEC Registered
Total AUM
$320.1M
Discretionary
$320.1M
Employees
1
Clients
0
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $320.1M | $320.1M | $0 | 1 | 0 |
| Nov 2024 | $295.4M | $295.4M | $0 | 1 | 0 |
| Mar 2024 | $295.4M | $295.4M | $0 | 1 | 0 |
| Mar 2023 | $230.9M | $230.9M | $0 | 1 | 0 |
| Mar 2022 | $278.3M | $278.3M | $0 | 1 | 0 |
| Mar 2021 | $232.5M | $232.5M | $0 | 1 | 0 |
| May 2020 | $223.3M | $223.3M | $0 | 1 | 0 |
| Apr 2020 | $223.3M | $223.3M | $0 | 1 | 0 |
| Mar 2020 | $223.3M | $223.3M | $0 | 1 | 0 |
| Feb 2019 | $183.2M | $183.2M | $0 | 1 | 0 |
| Aug 2018 | $196.4M | $196.4M | $0 | 1 | 0 |
| Mar 2018 | $196.4M | $196.4M | $0 | 1 | 0 |
| Sep 2017 | $265.1M | $265.1M | $0 | 1 | 26 |
| Jun 2017 | $265.1M | $265.1M | $0 | 1 | 26 |
| Mar 2017 | $265.1M | $265.1M | $0 | 2 | 26 |
| Feb 2016 | $264.3M | $264.3M | $0 | 2 | 26 |
| May 2015 | $262.4M | $262.4M | $0 | 2 | 26 |
| Jun 2012 | $77.9M | $77.9M | $0 | 1 | 26 |
| Apr 2012 | $77.9M | $77.9M | $0 | 1 | 26 |
| Apr 2012 | $77.9M | $77.9M | $0 | 1 | 26 |
| Apr 2012 | $77.9M | $77.9M | $0 | 1 | 26 |
| Mar 2012 | $77.9M | $77.9M | $0 | 1 | 26 |
| Feb 2012 | $77.9M | $77.9M | $0 | 1 | 26 |
| Apr 2011 | $73.9M | $73.9M | $0 | 5 | -- |
| Mar 2011 | $73.9M | $73.9M | $0 | 5 | -- |
| Nov 2010 | $68.1M | $68.1M | $0 | 5 | -- |
| Feb 2007 | $78.9M | $78.9M | $0 | 5 | -- |
| Feb 2006 | $95.4M | $95.4M | $0 | 5 | -- |
| Sep 2005 | $94.7M | $94.7M | $0 | 5 | -- |
| Jan 2005 | $94.7M | $94.7M | $0 | 5 | -- |
| Mar 2002 | $81.2M | $81.2M | $0 | 5 | -- |
| Jun 2001 | $76.9M | $76.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$320.1M
Discretionary$320.1M
Non-Disc.$0
Employees1
Clients0
DateNov 2024
Total AUM$295.4M
Discretionary$295.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$295.4M
Discretionary$295.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$230.9M
Discretionary$230.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$223.3M
Discretionary$223.3M
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$223.3M
Discretionary$223.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$223.3M
Discretionary$223.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees1
Clients0
DateSep 2017
Total AUM$265.1M
Discretionary$265.1M
Non-Disc.$0
Employees1
Clients26
DateJun 2017
Total AUM$265.1M
Discretionary$265.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2017
Total AUM$265.1M
Discretionary$265.1M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$264.3M
Discretionary$264.3M
Non-Disc.$0
Employees2
Clients26
DateMay 2015
Total AUM$262.4M
Discretionary$262.4M
Non-Disc.$0
Employees2
Clients26
DateJun 2012
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$78.9M
Discretionary$78.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$81.2M
Discretionary$81.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees5
Clients--