AdvisorOS Directory
Claim Profile
AW

Adam Koebele Wright

KATHLEEN S. WRIGHT ASSOCIATES INC.·PITTSBURGH, Pennsylvania
Unclaimed Profile
61 MCMURRAY ROAD, PITTSBURGH, PA 15241-1633CRD# 6107643Firm CRD# 121300
01

About

Adam Koebele Wright is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with KATHLEEN S. WRIGHT ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KATHLEEN S. WRIGHT ASSOCIATES INC.
WRIGHT ASSOCIATES
AUM
$306M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KATHLEEN S. WRIGHT ASSOCIATES INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: % OF ASSETS MONITORED
Regulatory
SEC/IARD CRD# 6107643
Firm CRD# 121300
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PITTSBURGH?

Browse all registered financial advisors in PITTSBURGH, Pennsylvania or claim this profile if it's yours.

Browse PITTSBURGH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Adam Koebele Wright offer?
Adam Koebele Wright specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Adam Koebele Wright's credentials?
Adam Koebele Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Koebele Wright located?
Adam Koebele Wright is based in PITTSBURGH, Pennsylvania, working with KATHLEEN S. WRIGHT ASSOCIATES INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Adam Koebele Wright charge for services?
Adam Koebele Wright's firm is compensated through percentage of aum, subscription fees, other: % of assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KATHLEEN S. WRIGHT ASSOCIATES INC.?
KATHLEEN S. WRIGHT ASSOCIATES INC. has approximately 5 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PITTSBURGH
Matthew Jay Teplitz — GUYASUTA INVESTMENT ADVISORS, INCORPORATEDGretchen Robinson Haggerty — STRATEGIC INVESTMENT FUND, INC.Kathleen Seech Wright — KATHLEEN S. WRIGHT ASSOCIATES INC.Robert Joseph Lohman — COMMONWEALTH ADVISORY GROUP, LTD.Jeffrey B Miller — US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile