Dorsey, Wright & Associates, LLC
● SEC registered since 1987CRD 104925SEC# 801-29045Richmond, VA
Reg. AUM
$1.01B
Employees
25
Accounts
840
Location
Richmond, VA
Dorsey, Wright & Associates, LLC assets under management
Dorsey, Wright & Associates, LLC is an investment advisory firm registered with the SEC based in Richmond, VA. The firm has been registered since 1987. It reports $1 billion in regulatory assets under management and employs 25 people.
Dorsey, Wright & Associates, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Elisabeth Spurling Control | Senior Vice President, Nasdaq | Under 5% | 2022 |
| John Gunnard Lewis Control | Senior Vice President, Dorsey Wright & Associates, Llc | Under 5% | 2020 |
| Lisa Patton Johnson Control | Chief Compliance Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Dorsey, Wright & Associates, LLC manage?
Dorsey, Wright & Associates, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Dorsey, Wright & Associates, LLC have?
Dorsey, Wright & Associates, LLC reports 25 employees.
Where is Dorsey, Wright & Associates, LLC located?
Dorsey, Wright & Associates, LLC is based in Richmond, VA and has been SEC-registered since 1987.
Does Dorsey, Wright & Associates, LLC disclose fund performance?
Dorsey, Wright & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3300 W Leigh Street, Richmond, VA 23230 |
| Phone | 804-320-8511 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $1.01B