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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kathleen S Wright Associates Inc
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| CRD # | 121300 |
| SEC # | 801-62560 |
| CIK # | 0001908433 |
| AUM | $388.1 M (2025-03-06) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 412-854-2100 |
| Address | 61 Mcmurray Road Pittsburgh, PA 15241-1633 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| American Express Co | 6.4 | ||
| Brookfield Asset Management Inc | 5.2 | ||
| Amazon Com Inc | 3.1 | ||
| Markel Corp | 2.9 | ||
| VISA Inc | 2.7 | ||
| Automatic Data Processing Inc | 2.3 | ||
| Global MOFY Metaverse Ltd | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 11.5 |
| (b) Individuals (high net worth individuals) | 125 | 357.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 19.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 748 | 388.1 |
| By Discretionary | ||
| Discretionary | 742 | 368.0 |
| Non-Discretionary | 6 | 20.1 |
| Total | 748 | 388.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 388.1 | |
| Total | 748 | 388.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908433] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
United Brokerage Services Inc
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WV | 0.4 |
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Eaton Financial Holdings Company LLC
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FL | 0.4 |
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G&S Capital LLC
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CO | 0.4 |
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Timonier Family Office Ltd
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NC | 0.4 |
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Wakefield Wealth Management LLLP
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CO | 0.4 |
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Baldwin & Clarke Advisory Services LLC
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NH | 0.4 |
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Certior Financial Group LLC
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PA | 0.4 |
|
Point Bridge Capital LLC
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TX | 0.4 |
|
Geneva Partners LLC
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WI | 0.4 |
|
Signature Wealth Management Partners LLC
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|
NJ | 0.4 |