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Wra Investments, LLC (New York)


Wra Investments, LLC is a large advisory firm based in New York. It manages $185 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006.

Wra Investments provides 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.

Wra Investments: assets under management

The assets under management (AUM) of Wra Investments, LLC is $185 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $185 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $61.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wra Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in New York

The principal office where Wra Investments, LLC performs its advisory services is located at 101 Park Avenue, New York, NY 10178, 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 212-984-2300 or by fax 212-984-2323. The normal business hours are 8am - 5pm on Monday - Friday.


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