Kathleen S. Wright Associates Inc.
CRD 121300SEC# 801-62560Pittsburgh, PA
No longer SEC-registered. Kathleen S. Wright Associates Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$388.1M
Employees
7
Accounts
748
Location
Pittsburgh, PA
Kathleen S. Wright Associates Inc. assets under management
Kathleen S. Wright Associates Inc. is an SEC-registered investment adviser based in Pittsburgh, PA. It reports $388.1 million in regulatory assets under management and employs 7 people.
Kathleen S. Wright Associates Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Koebele Wright Control | President & Chief Compliance Officer | Over 75% | 2020 |
| Kyle Frederick Beckhusen | Secretary | 10-25% | 2024 |
Frequently asked questions
How much does Kathleen S. Wright Associates Inc. manage?
Kathleen S. Wright Associates Inc. reports $388.1 million in regulatory assets under management on its Form ADV.
How many employees does Kathleen S. Wright Associates Inc. have?
Kathleen S. Wright Associates Inc. reports 7 employees.
Where is Kathleen S. Wright Associates Inc. located?
Kathleen S. Wright Associates Inc. is based in Pittsburgh, PA.
Does Kathleen S. Wright Associates Inc. disclose fund performance?
Kathleen S. Wright Associates Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 61 McMurray Road, Suite 204, Pittsburgh, PA 15241-1633 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$388.1MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$388.1Mregulatory AUM
Discretionary $368MNon-discretionary $20.1M