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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

STRAVA WEALTH

KATHLEEN S. WRIGHT ASSOCIATES INC., CRD 121300

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:99ddc6e3-862a-50c7-6b2a-e58e4b1217f7

Data as of Oct 7, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 8
On other graphs: 0
Observed: Feb 1, 2012 to Oct 7, 2025
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $388MItem 5.F on the latest filing (2025-10-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $368M
Private client RAUM: $368MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 748
Individual clients: 49
High net worth clients: 125
Custody, client assets: $224M
SEC number: 801-62560
CRD: 121300
Filings on the tape: 31
First filed: Feb 1, 2012
Latest filed: Oct 7, 2025
Organised: Corporation, PA

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WRIGHT, ADAM, KOEBELE	MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER	E	yes	12/2020	Feb 16, 2021	Oct 24, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BEAVER FALLS	Pa	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 6, 2025	$388M	$368M	7	5	1	n/a	n/a
2023	Jan 17, 2024	$306M	$296M	5	4	1	n/a	n/a
2022	Jan 20, 2023	$248M	$248M	6	4	0	n/a	n/a
2021	Jan 12, 2022	$304M	$304M	5	4	0	n/a	n/a
2020	Jan 31, 2021	$224M	$224M	4	3	0	n/a	n/a
2019	Feb 10, 2020	$200M	$200M	4	3	0	n/a	n/a
2018	Feb 4, 2019	$158M	$158M	3	3	0	n/a	n/a
2017	Jan 19, 2018	$174M	$174M	3	3	0	n/a	n/a
2016	Jan 27, 2017	$145M	$145M	4	4	n/a	n/a	n/a
2015	Mar 1, 2016	$130M	$130M	3	3	n/a	n/a	n/a
2014	Jan 12, 2015	$138M	$138M	3	3	n/a	n/a	n/a
2013	Feb 5, 2014	$136M	$136M	3	3	n/a	n/a	n/a
2012	Jan 30, 2013	$103M	$103M	3	3	n/a	n/a	n/a
2011	Feb 1, 2012	$88.0M	$88.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	n/a	0	0	0	1	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$388M	$306M	27.0%	$304M	8.5%	7	5	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Mariner	2	Jan 3, 2026	Jan 6, 2026	PITTSBURGH, PA	Team lift out	RIA to ibd	50.0%

Relationships

Moved with (1)

→ MARINERRegistered adviser2 advisors, team lift out, same day
Jan 3, 2026 to Jan 6, 2026factForm ADV

Registered with (5)

← EUGENE S ROOTAdvisorregistration: previous registration
May 7, 2024 to Jan 3, 2026factForm ADV
← KATHLEEN SEECH WRIGHTAdvisorregistration: previous registration
May 2, 2000 to Jan 3, 2026factForm ADV
← KYLE FREDERICK BECKHUSENAdvisorregistration: previous registration
Feb 16, 2021 to Jan 3, 2026factForm ADV
← ADAM KOEBELE WRIGHTAdvisorregistration: previous registration
Jan 31, 2013 to Jan 3, 2026factForm ADV
← KELLY ELIZABETH KUBERAAdvisorregistration: previous registration
Aug 1, 2018 to Oct 9, 2018factForm ADV

Controls (1)

← WRIGHT, ADAM, KOEBELEOwnerMANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 16, 2021 to Oct 24, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 3, 2026
Team lift-out
2 advisors left Strava Wealth (Pittsburgh, PA) for Mariner on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 3, 2026
Advisor changed firm
Kyle Frederick Beckhusen left Strava Wealth for Mariner (registered 2026-01-06)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2026
Advisor changed firm
Adam Koebele Wright left Strava Wealth for Mariner (registered 2026-01-06)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2026
Advisor changed firm
Kathleen Seech Wright left Strava Wealth for H.L. Zeve Associates, Inc. (registered 2000-08-15)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2026
Advisor changed firm
Eugene S Root left Strava Wealth for Templeton Financial Planning (registered 2026-01-11)
Form ADVobserved 4 days ago
Occurred
Jan 12, 2022
Control person left
Seech Kathleen Wright (President, Director & Chief Compliance Officer) no longer on Schedule A of Strava Wealth (listed 2021-10-20, absent 2022-01-12)
Form ADVobserved 4 days ago
Occurred
Feb 16, 2021
Control person joined
Koebele Adam Wright (Senior Financial Adviser) appeared on Schedule A of Strava Wealth
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Feb 2, 2026
Strava Wealth no longer on the SEC adviser roster (last listed 2026-01-02, RAUM $388.1M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99ddc6e3-862a-50c7-6b2a-e58e4b1217f7
First observed: Feb 1, 2012
Last observed: Oct 7, 2025 11 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STRAVA WEALTH

KATHLEEN S. WRIGHT ASSOCIATES INC., CRD 121300

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:99ddc6e3-862a-50c7-6b2a-e58e4b1217f7

Data as of Oct 7, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WRIGHT, ADAM, KOEBELE

MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER

yes

12/2020

Feb 16, 2021

Oct 24, 2024

City

State

Country

Employees

Also broker-dealer

BEAVER FALLS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 6, 2025

$388M

$368M

n/a

2023

Jan 17, 2024

$306M

$296M

n/a

2022

Jan 20, 2023

$248M

n/a

2021

Jan 12, 2022

$304M

n/a

2020

Jan 31, 2021

$224M

n/a

2019

Feb 10, 2020

$200M

n/a

2018

Feb 4, 2019

$158M

n/a

2017

Jan 19, 2018

$174M

n/a

2016

Jan 27, 2017

$145M

n/a

2015

Mar 1, 2016

$130M

n/a

2014

Jan 12, 2015

$138M

n/a

2013

Feb 5, 2014

$136M

n/a

2012

Jan 30, 2013

$103M

n/a

2011

Feb 1, 2012

$88.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$388M

$306M

27.0%

$304M

8.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Mariner

Jan 3, 2026

Jan 6, 2026

PITTSBURGH, PA

Team lift out

RIA to ibd

50.0%