WRIGHT ASSOCIATES
KATHLEEN S. WRIGHT ASSOCIATES INC. Legal Name
Adviser information for WRIGHT ASSOCIATES last updated from Form ADV on January 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 607 | $295.7M |
| Non-Discretionary | 5 | $9.9M |
| Total | 612 | $305.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 55 | $11.8M |
| HNW Individuals | 92 | $275.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $17.9M |
| Charitable organizations | <5 | $594,965 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees% OF ASSETS MONITORED |
Principal Office
61 MCMURRAY ROADSUITE 204
PITTSBURGH
PA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 412-854-2100, Fax: None
Chief Compliance Officer
ADAM K. WRIGHT
MANAGING PRINCIPAL
61 MCMURRAY ROAD
SUITE 204
PITTSBURGH
PA
United States
Tel:
412-854-2100
Fax:
412-854-2550
A***@*********************M
(Full email address available in API data)
Regulatory Contact
KYLE BECKHUSEN
SENIOR ADVISER
61 MCMURRAY ROAD
SUITE 204
PITTSBURGH
PA
United States
Tel:
412-854-2100
Fax:
412-854-2550
K***@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WRIGHT, ADAM, KOEBELE | Individual | – | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | 12/2020 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALPS ETF TR | ALERIAN MLP | 74K | 2K | – |
| AT&T INC | COM | 10K | 527 | – |
| ARK ETF TR | INNOVATION ETF | 88K | 2K | – |
| ADAMS DIVERSIFIED EQUITY FD | COM | 14K | 665 | – |
| ADOBE INC | COM | 29K | 52 | – |
| ADVANCED MICRO DEVICES INC | COM | 33K | 204 | – |
| AFFIRM HLDGS INC | COM CL A | 123K | 4K | – |
| EA SERIES TRUST | US QUAN VALUE | 5M | 108K | – |
| EA SERIES TRUST | INTL QUAN VALUE | 365K | 15K | – |
| ALPHABET INC | CAP STK CL C | 99K | 540 | – |
| ALPHABET INC | CAP STK CL A | 2M | 10K | – |
| AMAZON COM INC | COM | 2M | 10K | – |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 147K | 2K | – |
| AMERICAN EXPRESS CO | COM | 2M | 8K | – |
| AMERICAN TOWER CORP NEW | COM | 364K | 2K | – |
| AMERIPRISE FINL INC | COM | 10K | 23 | – |
| AMPLIFY ETF TR | NAT RES DIVIDEND | 14K | 500 | – |
| ANSYS INC | COM | 714K | 2K | – |
| APPLE INC | COM | 388K | 2K | – |
| APPLIED MATLS INC | COM | 31K | 131 | – |
| ARCHER DANIELS MIDLAND CO | COM | 21K | 350 | – |
| AURORA INNOVATION INC | CLASS A COM | 30K | 11K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 649K | 3K | – |
| BANK NEW YORK MELLON CORP | COM | 33K | 550 | – |
| BAXTER INTL INC | COM | 3K | 100 | – |
| BECTON DICKINSON & CO | COM | 70K | 300 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 19M | 47K | – |
| BLACKSTONE INC | COM | 188K | 2K | – |
| BOOKING HOLDINGS INC | COM | 178K | 45 | – |
| BROADCOM INC | COM | 14K | 9 | – |
| BROOKFIELD CORP | CL A LTD VT SH | 2M | 60K | – |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 587K | 15K | – |
| CABLE ONE INC | COM | 34K | 95 | – |
| CAPITAL ONE FINL CORP | COM | 14K | 102 | – |
| CATERPILLAR INC | COM | 18K | 54 | – |
| COMCAST CORP NEW | CL A | 7K | 186 | – |
| CONOCOPHILLIPS | COM | 6K | 53 | – |
| COSTCO WHSL CORP NEW | COM | 13K | 15 | – |
| COSTAR GROUP INC | COM | 15K | 200 | – |
| DANAHER CORPORATION | COM | 7K | 28 | – |
| DAVIS FUNDAMENTAL ETF TR | SELECT FINL | 104K | 3K | – |
| DAVIS FUNDAMENTAL ETF TR | SELECT US EQTY | 916K | 23K | – |
| DAVIS FUNDAMENTAL ETF TR | SELCT INTL ETF | 722K | 36K | – |
| DIAGEO PLC | SPON ADR NEW | 447K | 4K | – |
| DICKS SPORTING GOODS INC | COM | 269K | 1K | – |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 3M | 43K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 379K | 6K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 111K | 3K | – |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 289K | 7K | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 1M | 54K | – |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 120K | 4K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 650K | 23K | – |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 21K | 950 | – |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 313K | 7K | – |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 335K | 8K | – |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 814K | 32K | – |
| DISNEY WALT CO | COM | 315K | 3K | – |
| DUOLINGO INC | CL A COM | 3M | 14K | – |
| EQT CORP | COM | 16K | 423 | – |
| EMBECTA CORP | COMMON STOCK | 750 | 60 | – |
| EXACT SCIENCES CORP | COM | 13K | 300 | – |
| META PLATFORMS INC | CL A | 45K | 90 | – |
| ENTERO THERAPEUTICS INC | COM NEW | 1 | 1 | – |
| FORD MTR CO DEL | COM | 1K | 117 | – |
| FRANKLIN BSP RLTY TR INC | COMMON STOCK | 43K | 3K | – |
| FREEPORT-MCMORAN INC | CL B | 31K | 631 | – |
| GARTNER INC | COM | 9K | 19 | – |
| GRAHAM HLDGS CO | COM CL B | 70K | 100 | – |
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 58K | 1K | – |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 3M | 93K | – |
| INTUITIVE SURGICAL INC | COM NEW | 27K | 60 | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 237K | 1K | – |
| ISHARES GOLD TR | ISHARES NEW | 251K | 6K | – |
| ISHARES INC | EM MKT SM-CP ETF | 3K | 57 | – |
| ISHARES INC | MSCI EMERG MRKT | 1M | 22K | – |
| ISHARES INC | MSCI EQUAL WEITE | 228K | 3K | – |
| ISHARES TR | CORE S&P500 ETF | 3M | 5K | – |
| ISHARES TR | 1 3 YR TREAS BD | 929K | 11K | – |
| ISHARES TR | MSCI EAFE ETF | 41K | 517 | – |
| ISHARES TR | CORE S&P MCP ETF | 848K | 14K | – |
| ISHARES TR | EXPANDED TECH | 38K | 440 | – |
| ISHARES TR | S&P MC 400GR ETF | 73K | 832 | – |
| ISHARES TR | RUSSELL 2000 ETF | 27K | 131 | – |
| ISHARES TR | CORE S&P SCP ETF | 508K | 5K | – |
| ISHARES TR | SHRT NAT MUN ETF | 10K | 99 | – |
| ISHARES TR | EAFE SML CP ETF | 104K | 2K | – |
| ISHARES TR | NATIONAL MUN ETF | 216K | 2K | – |
| ISHARES TR | MBS ETF | 3K | 34 | – |
| ISHARES TR | 3 7 YR TREAS BD | 457K | 4K | – |
| ISHARES TR | US TREAS BD ETF | 10K | 443 | – |
| ISHARES TR | A RATE CP BD ETF | 287K | 6K | – |
| ISHARES TR | MSCI EAFE MIN VL | 1M | 16K | – |
| ISHARES TR | MSCI USA MIN VOL | 5M | 62K | – |
| ISHARES TR | MSCI USA VALUE | 4K | 35 | – |
| ISHARES TR | MSCI USA MMENTM | 835K | 4K | – |
| ISHARES TR | INTERNATIONAL SL | 5K | 142 | – |
| ISHARES TR | 0-5YR HI YL CP | 414K | 10K | – |
| ISHARES TR | HDG MSCI EAFE | 964K | 27K | – |
| ISHARES TR | 0-3 MNTH TREASRY | 13M | 130K | – |
| JPMORGAN CHASE & CO. | COM | 40K | 200 | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 2M | 34K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 480K | 10K | – |
| JOHNSON & JOHNSON | COM | 585K | 4K | – |
| KRANESHARES TRUST | GLOBAL CARB STRA | 10K | 300 | – |
| LATTICE STRATEGIES TR | HARTFORD MLT ETF | 229K | 8K | – |
| LATTICE STRATEGIES TR | HARTFORD US EQTY | 305K | 6K | – |
| LATTICE STRATEGIES TR | HARTFORD MLT SML | 193K | 5K | – |
| LENNAR CORP | CL A | 11K | 76 | – |
| MARKEL GROUP INC | COM | 2M | 990 | – |
| MASTERCARD INCORPORATED | CL A | 20K | 46 | – |
| MICROSOFT CORP | COM | 137K | 307 | – |
| MOHAWK INDS INC | COM | 40K | 350 | – |
| MOODYS CORP | COM | 168K | 400 | – |
| MORGAN STANLEY | COM NEW | 19K | 192 | – |
| NIO INC | SPON ADS | 42 | 10 | – |
| NETFLIX INC | COM | 67K | 100 | – |
| RITHM CAPITAL CORP | COM NEW | 71K | 7K | – |
| NEWMONT CORP | COM | 8K | 200 | – |
| NORFOLK SOUTHN CORP | COM | 132K | 617 | – |
| NOVO-NORDISK A S | ADR | 43K | 302 | – |
| NVIDIA CORPORATION | COM | 19K | 150 | – |
| OWENS & MINOR INC NEW | COM | 12K | 919 | – |
| PNC FINL SVCS GROUP INC | COM | 12K | 76 | – |
| PPG INDS INC | COM | 776K | 6K | – |
| PACER FDS TR | GLOBL CASH ETF | 10K | 300 | – |
| PARKER-HANNIFIN CORP | COM | 12K | 24 | – |
| PDS BIOTECHNOLOGY CORP | COM | 21K | 7K | – |
| PEPSICO INC | COM | 33K | 200 | – |
| PIMCO EQUITY SER | RAFI DYN EMERG | 444K | 22K | – |
| RTX CORPORATION | COM | 21K | 210 | – |
| REGENERON PHARMACEUTICALS | COM | 105K | 100 | – |
| SHELL PLC | SPON ADS | 14K | 189 | – |
| SPDR GOLD TR | GOLD SHS | 16K | 75 | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 2M | 49K | – |
| SPDR INDEX SHS FDS | S&P EMKTSC ETF | 2M | 27K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 931K | 27K | – |
| SPDR SER TR | PORTFOLIO CRPORT | 1M | 37K | – |
| SPDR SER TR | S&P 600 SMCP VAL | 58K | 743 | – |
| SPDR SER TR | BBG CONV SEC ETF | 290K | 4K | – |
| SPDR SER TR | PORTFLI INTRMDIT | 17K | 589 | – |
| SPDR SER TR | PORTFOLI S&P1500 | 29K | 431 | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 2K | 26 | – |
| SPDR SER TR | PORTFOLIO S&P600 | 65K | 2K | – |
| SALESFORCE INC | COM | 30K | 117 | – |
| SCHWAB CHARLES CORP | COM | 191K | 3K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 86K | 1K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 43K | 555 | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 197K | 4K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 4M | 117K | – |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 2M | 39K | – |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 5M | 138K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 8K | 102 | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 608K | 15K | – |
| SYSCO CORP | COM | 15K | 206 | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 25K | 142 | – |
| TARGET CORP | COM | 142K | 960 | – |
| TESLA INC | COM | 51K | 258 | – |
| TEXAS INSTRS INC | COM | 49K | 250 | – |
| TOTALENERGIES SE | SPONSORED ADS | 9K | 135 | – |
| TURNSTONE BIOLOGICS CORP | COM | 111K | 43K | – |
| UBER TECHNOLOGIES INC | COM | 168K | 2K | – |
| UNION PAC CORP | COM | 15K | 65 | – |
| VANECK ETF TRUST | MRNGSTR INT MOAT | 1M | 41K | – |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 12M | 142K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 26K | 100 | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 644K | 4K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 1M | 17K | – |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 2M | 17K | – |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 325K | 3K | – |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 300K | 3K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2M | 27K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 39K | 788 | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 588K | 5K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 495K | 7K | – |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 6M | 72K | – |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 3K | 71 | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 2M | 17K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 1M | 11K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 388K | 9K | – |
| VANGUARD WORLD FD | ENERGY ETF | 82K | 645 | – |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 127K | 2K | – |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 893K | 20K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 150K | 3K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 16M | 32K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 86K | 1K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 4M | 21K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 7M | 27K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 194K | 777 | – |
| VANGUARD INDEX FDS | GROWTH ETF | 9M | 24K | – |
| VANGUARD INDEX FDS | VALUE ETF | 704K | 4K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 3M | 12K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4M | 14K | – |
| VERIZON COMMUNICATIONS INC | COM | 15K | 356 | – |
| VISA INC | COM CL A | 1M | 5K | – |
| WELLS FARGO CO NEW | COM | 325K | 5K | – |
| WISDOMTREE TR | EMG MKTS SMCAP | 760K | 15K | – |
| WISDOMTREE TR | EMER MKT HIGH FD | 361 | 8 | – |
| WISDOMTREE TR | US SMALLCAP FUND | 7M | 141K | – |
| WISDOMTREE TR | INTL SMCAP DIV | 2M | 36K | – |
| WISDOMTREE TR | EM EX ST-OWNED | 83K | 3K | – |
| WORKDAY INC | CL A | 63K | 280 | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 10K | 32 | – |
| BROOKFIELD REINS LTD | CL A EXCH LT VTG | 3K | 72 | – |
| CHUBB LIMITED | COM | 107K | 420 | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 31K | 30 | – |
| 1/100 BERKSHIRE HTWY CLASS A | CL A | 652K | 100 | – |
| EA SERIES TRUST | US QUAN VALUE | 204K | 5K | – |
| ALPHABET INC | CAP STK CL A | 19K | 100 | – |
| ALPHABET INC | CAP STK CL C | 1M | 5K | – |
| AMAZON COM INC | COM | 741K | 4K | – |
| AMERICAN EXPRESS CO | COM | 3M | 12K | – |
| AMERICAN TOWER CORP NEW | COM | 263K | 1K | – |
| ANSYS INC | COM | 10K | 30 | – |
| APPLIED MATERIALS INC | COM | 208K | 847 | – |
| AUTOMATIC DATA PROCESSING IN | COM | 1M | 5K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3M | 7K | – |
| BOOKING HOLDINGS INC | COM | 246K | 60 | – |
| BROOKFIELD ASSET MANAG FCLASS A | CL A LMT VTG SHS | 510K | 12K | – |
| BROOKFIELD CORP | CL A LTD VT SH | 1M | 24K | – |
| C S W INDUSTRIALS INC | COM | 575K | 2K | – |
| CHARLES SCHWAB CORP | COM | 15K | 200 | – |
| COMPAGNIE FINANCIERE R FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | ADR | 591K | 39K | – |
| COSTAR GROUP INC | COM | 383K | 5K | – |
| DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | ADR | 448K | 3K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 181K | 6K | – |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 257K | 10K | – |
| GRAYSCALE BITCOIN TR BTC | TRUST | 88K | 2K | – |
| HASBRO INC | COM | 356 | 6 | – |
| ISHARES TR | 0-3 MNTH TREASRY | 1M | 11K | – |
| ISHARES TR | ISHARES BITCOIN ETF | 15K | 400 | – |
| JOHNSON & JOHNSON | COM | 775K | 5K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 508K | 10K | – |
| MARKEL GROUP INC | COM | 741K | 464 | – |
| MASTERCARD INCORPORATED | CL A | 279K | 630 | – |
| MATTEL INC. | COM | 300 | 18 | – |
| MICROSOFT CORPORATION | COM | 112K | 248 | – |
| MOODYS CORP | COM | 224K | 500 | – |
| NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ADR | 482K | 5K | – |
| NETFLIX INC | COM | 2K | 3 | – |
| NEWELL BRANDS INC | COM | 120 | 19 | – |
| PARAMOUNT GLOBAL CLASS A | CL A COM | 130 | 6 | – |
| PERNOD RICARD FIN S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | ADR | 56K | 2K | – |
| PFIZER INC | COM | 350K | 12K | – |
| PNC FINL SERVICES | COM | 691K | 4K | – |
| ROSS STORES INC | COM | 533K | 4K | – |
| S&P GLOBAL INC | COM | 39K | 80 | – |
| THE COCA-COLA CO | COM | 699K | 11K | – |
| VANECK MORNINGSTAR WIDE MOAT ETF | MRNGSTR WDE MOAT | 209K | 2K | – |
| VANGUARD INTL DIVDEND APRECTN ETF IV | INTL DVD ETF | 113K | 1K | – |
| VANGUARD SMALL CAP VALUEETF | SM CP VAL ETF | 229K | 1K | – |
| VANGUARD TOTAL STOCK MARKET ETF | TOTAL STK MKT | 304K | 1K | – |
| VANGUARD TOTAL WORLD STOCK ETF | TT WRLD ST ETF | 29K | 250 | – |
| VERISK ANALYTICS INC CLASS A | CL A COM | 28K | 100 | – |
| VISA INC | COM CL A | 875K | 3K | – |
| WALT DISNEY CO | COM | 484 | 5 | – |
| WELLS FARGO & CO | COM | 92K | 2K | – |
| WHITE MOUNTAINS INS F | COM | 651K | 380 | – |