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Adam Koebele Wright

KATHLEEN S. WRIGHT ASSOCIATES INC.·PITTSBURGH, Pennsylvania
Series 65Clean record13 years registeredKATHLEEN S. WRIGHT ASSOCIATES INC.
61 MCMURRAY ROAD, PITTSBURGH, PA 15241-1633CRD# 6107643Firm CRD# 121300

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Koebele Wright · PITTSBURGH, PA
Registration
CRD #6107643 · KATHLEEN S. WRIGHT ASSOCIATES INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Jan 2026 – present
STRAVA WEALTH
Jan 2013 – Jan 2026
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 31, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KATHLEEN S. WRIGHT ASSOCIATES INC.
CRD 121300 · SEC 801-62560
AUM
$306M
Regulatory assets under management
Employees
5
612 client accounts
Services offered by KATHLEEN S. WRIGHT ASSOCIATES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KATHLEEN S. WRIGHT ASSOCIATES INC. →
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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.
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Other Advisors at KATHLEEN S. WRIGHT ASSOCIATES INC.

Albert Gregory Lintner
PITTSBURGH, PA
Kathleen Seech Wright
PITTSBURGH, PA

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