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| Kathleen S Wright Associates Inc
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|---|---|
| CRD # | 121300 |
| SEC # | 801-62560 |
| CIK # | 0001908433 |
| AUM | 388.1 M (2025-10-07) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 412-854-2100 |
| Address | 61 Mcmurray Road Pittsburgh, PA 15241-1633 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| American Express Co | 6.6 | ||
| Brookfield Asset Management Inc | 5.6 | ||
| Amazon Com Inc | 3.1 | ||
| Visa Inc | 2.7 | ||
| Markel Corp | 2.7 | ||
| Alphabet Inc | 2.6 | ||
| Global MOFY Metaverse Ltd | 2.5 | ||
| Automatic Data Processing Inc | 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 - 2026 |
|---|---|---|
| 13F-HR | [0001908433] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Avisen Advisors LLC
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CA | 389.0 M |
|
Redwood Financial Planning LLC
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Know Your Options LLC
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IL | 388.8 M |
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Marin Financial Advisors LLC
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James Reed Financial Services Inc
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|
Joseph P Lucia & Associates LLC
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NY | 388.0 M |
|
Resolute Wealth Strategies LLC
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MS | 387.6 M |
|
Hassell Wealth Management LLC
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|
LA | 387.4 M |
|
Soundview Advisors Inc
✚
|
WA | 387.2 M |
|
MacroView Investment Management LLC
✚
|
MD | 387.1 M |