JOSEPH WRIGHT INVESTMENTS

JOSEPH WRIGHT INVESTMENTS of TUCSON, AZ is an SEC-registered investment adviser (CRD 166764). Regulatory assets under management: $4.1M.

Registration

• CRD: 166764
• Type: Registered investment adviser
• Location: 7225 N. ORACLE ROAD, #207, TUCSON, AZ, 85704
• Phone: 520-861-2970
• Latest filing: 2026-03-17
• Regulatory AUM: $4.1M
• Discretionary AUM: $3.8M
• Non-discretionary AUM: $327K
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166764 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search