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Cheswick Wright Wealth Management LLC (Milford)


Cheswick Wright Wealth Management LLC is a large advisory firm based in Milford. It manages $403.26 million of regulatory assets for 993 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Colorado, Connecticut, and 13 other states.

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Cheswick Wright Wealth Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cheswick Wright Wealth Management: assets under management

The assets under management (AUM) of Cheswick Wright Wealth Management LLC is $403.26 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $400.03 million in discretionary accounts and $3.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $403.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.23 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cheswick Wright Wealth Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
The Winthrop Corporation Shareholder 1 Jan 1996 75% - 100% 06-0700978
School For Ethical Education Shareholder 1 Jun 1998 25% - 50% 06-1411577
Peter Morse Donovan Shareholder 1 Dec 2004 25% - 50% 1134808

Based in Milford

The principal office where Cheswick Wright Wealth Management LLC performs its advisory services is located at 440 Wheelers Farms Road, Milford, CT 06461 1847, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-783-4400 or by fax 203-783-4401. The normal business hours are 9:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cheswickwright.com.


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