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Kathleen S. Wright Associates Inc.

CRD 121300SEC# 801-62560Pittsburgh, PA
Export (members)
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
NameTitleOwnershipSince
Adam Koebele Wright ControlPresident & Chief Compliance OfficerOver 75%2020
Kyle Frederick BeckhusenSecretary10-25%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

Address61 McMurray Road, Suite 204, Pittsburgh, PA 15241-1633
Office hours9:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$368M
Non-discretionary$20.1M
Total (RAUM)$388.1M