KATHLEEN S. WRIGHT ASSOCIATES INC.
Legal name: STRAVA WEALTH
CRD #121300 SEC #801-62560 PITTSBURGH, PA 412-854-2100
SEC Registered
Total AUM
$388.1M
Discretionary
$368M
Employees
7
Clients
101
Accounts
748
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $388.1M | $368M | $20.1M | 7 | 0 |
| Mar 2025 | $388.1M | $368M | $20.1M | 7 | 0 |
| Oct 2024 | $305.6M | $295.7M | $9.9M | 5 | 0 |
| Jul 2024 | $305.6M | $295.7M | $9.9M | 5 | 0 |
| May 2024 | $305.6M | $295.7M | $9.9M | 5 | 0 |
| Apr 2024 | $305.6M | $295.7M | $9.9M | 5 | 0 |
| Jan 2024 | $305.6M | $295.7M | $9.9M | 5 | 0 |
| Jan 2023 | $248.4M | $248.4M | $0 | 6 | 0 |
| Jan 2022 | $304.1M | $304.1M | $0 | 5 | 0 |
| Oct 2021 | $224.3M | $224.3M | $0 | 5 | 0 |
| Feb 2021 | $224.3M | $224.3M | $0 | 5 | 0 |
| Jan 2021 | $224.3M | $224.3M | $0 | 4 | 0 |
| Oct 2020 | $200.3M | $200.3M | $0 | 4 | 0 |
| Oct 2020 | $200.3M | $200.3M | $0 | 4 | 0 |
| Feb 2020 | $200.3M | $200.3M | $0 | 4 | 0 |
| Dec 2019 | $158.4M | $158.4M | $0 | 3 | 0 |
| Jun 2019 | $158.4M | $158.4M | $0 | 3 | 0 |
| Feb 2019 | $158.4M | $158.4M | $0 | 3 | 0 |
| Oct 2018 | $174M | $174M | $0 | 3 | 0 |
| Aug 2018 | $174M | $174M | $0 | 3 | 0 |
| Jan 2018 | $174M | $174M | $0 | 3 | 0 |
| May 2017 | $145M | $145M | $0 | 4 | 26 |
| Jan 2017 | $145M | $145M | $0 | 4 | 26 |
| Aug 2016 | $129.6M | $129.6M | $0 | 4 | 26 |
| Mar 2016 | $129.6M | $129.6M | $0 | 3 | 26 |
| Jan 2015 | $138.4M | $138.4M | $0 | 3 | 26 |
| Feb 2014 | $135.9M | $135.9M | $0 | 3 | 26 |
| Jan 2013 | $102.7M | $102.7M | $0 | 3 | 26 |
| Jun 2012 | $92.2M | $92.2M | $0 | 1 | 26 |
| Mar 2012 | $88M | $88M | $0 | 1 | 26 |
| Feb 2012 | $88M | $88M | $0 | 1 | 26 |
| Aug 2011 | $102M | $102M | $0 | 5 | -- |
| Mar 2011 | $102M | $102M | $0 | 5 | -- |
| Mar 2008 | $114.5M | $114.5M | $0 | 5 | -- |
| Feb 2007 | $103.3M | $103.3M | $0 | 5 | -- |
| Feb 2006 | $78.7M | $78.7M | $0 | 5 | -- |
| Jan 2004 | $38.8M | $38.8M | $0 | 5 | -- |
| Nov 2003 | $38.8M | $38.8M | $0 | 5 | -- |
DateOct 2025
Total AUM$388.1M
Discretionary$368M
Non-Disc.$20.1M
Employees7
Clients0
DateMar 2025
Total AUM$388.1M
Discretionary$368M
Non-Disc.$20.1M
Employees7
Clients0
DateOct 2024
Total AUM$305.6M
Discretionary$295.7M
Non-Disc.$9.9M
Employees5
Clients0
DateJul 2024
Total AUM$305.6M
Discretionary$295.7M
Non-Disc.$9.9M
Employees5
Clients0
DateMay 2024
Total AUM$305.6M
Discretionary$295.7M
Non-Disc.$9.9M
Employees5
Clients0
DateApr 2024
Total AUM$305.6M
Discretionary$295.7M
Non-Disc.$9.9M
Employees5
Clients0
DateJan 2024
Total AUM$305.6M
Discretionary$295.7M
Non-Disc.$9.9M
Employees5
Clients0
DateJan 2023
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$304.1M
Discretionary$304.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$224.3M
Discretionary$224.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$224.3M
Discretionary$224.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$224.3M
Discretionary$224.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$158.4M
Discretionary$158.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$158.4M
Discretionary$158.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$158.4M
Discretionary$158.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees4
Clients26
DateJan 2017
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees4
Clients26
DateAug 2016
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees3
Clients26
DateJan 2015
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees3
Clients26
DateFeb 2014
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees3
Clients26
DateJan 2013
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees3
Clients26
DateJun 2012
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$88M
Discretionary$88M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$88M
Discretionary$88M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$78.7M
Discretionary$78.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$38.8M
Discretionary$38.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$38.8M
Discretionary$38.8M
Non-Disc.$0
Employees5
Clients--