Mogul Wealth Management

Chief Investment Officer Sammy Wright leads investment decisions, while CEO David C. Wright oversees firm strategy. Both principals have backgrounds in corporate finance and investment management prior to founding the firm in 2019. No external investment committee has been disclosed.

The firm relies on sponsor GP relationships built during the Wrights' prior careers, with deal flow coming through co-investments and club deals. Mogul does not maintain a publicly disclosed sourcing team or proprietary network beyond these relationship channels.

Mogul Wealth Management is an SEC-registered RIA that operates as a multi-family office. It serves multiple wealthy families rather than a single lineage. The firm's regulatory registration as an RIA distinguishes it from single-family offices which are typically exempt from SEC registration.

Mogul targets direct investments and co-investments alongside GP sponsors. The firm has not disclosed any fund-of-funds or commingled fund vehicles. Its posture is toward direct deal access in private credit, real estate, infrastructure, and private equity.

The firm focuses on late-stage and growth-stage direct investments in private credit, real estate, infrastructure, and energy transition. It does not publicly disclose venture capital or early-stage exposure. Known positions are in debt and equity of operating assets rather than startup equity.