DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Strava Wealth

Former SEC-registered adviserPittsburgh, PennsylvaniaCRD 121300SEC 801-62560website IAPD

Legal name Kathleen S. Wright Associates Inc.

Latest filing Oct 7, 2025

First filing on the tape Feb 1, 2012 · 31 filings

SEC status approved since Jan 2, 2004

RAUM

$388M

reported, Item 5.F

Discretionary

95%

of RAUM

Private clients

95%

$368M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

31 filings and snapshots on the tape

RAUM$388M as of Oct 7, 2025

Feb 1, 2012$88.0M then

HNW client RAUM$357M as of Oct 7, 2025

Jan 19, 2018$159M then

State-registered IARs (5.B.3)0 as of Oct 7, 2025

Feb 1, 20120 then

Employees (5.A)7 as of Oct 7, 2025

Jan 30, 20133 then

Private funds: no history

RAUM +27% over the last fiscal year+8.5% a year over threeIARs 4 to 0

Practice profile

derived from the filing of Oct 7, 2025; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.9MderivedHNW RAUM over HNW clients
Average account: $518,858derivedRAUM over accounts (5.F.2.f)
Discretionary: 95%derivedof RAUM
Institutional: 5.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year: +27%derivedbetween the last two annual amendments
Advisor growth, one year: -100%derivedItem 5.B.3 between annual amendments
Client growth, one year: +18%derived
Compensation: percentage of assets, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Custody: $224M, 114 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
an independent public accountant performs a surprise examination (9.C.1)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$357M92%
Pension and profit-sharing plans$19.0M4.9%
Individuals$11.5M3.0%
Charitable organizations$646,3230.2%

Individual clients: 49reported
HNW clients: 125reported
Pension plan clients: 3reported
Charitable clients: 1reported
Accounts: 748reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: $224M for 114 clientsreported
Compensation: % of AUM, fixedreported
Class basis: absent from the latest SEC rosterderived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

4 left, 0 joined in 12 months

net -4 in 12 months0 left in 90 days0 joined in 90 days4 left over 36 months

Left, latest

Kathleen Seech Wright to H.L. Zeve Associates, Inc.
Jan 3, 2026 · Other
Eugene S Root to Templeton Financial Planning
Jan 3, 2026 · RIA to a state-registered adviser
Adam Koebele Wright to Mariner
Jan 3, 2026 · RIA to affiliated broker-dealer or bank
Kyle Frederick Beckhusen to Mariner
Jan 3, 2026 · RIA to affiliated broker-dealer or bank
Kelly Elizabeth Kubera to Alight Financial Advisors, LLC
Oct 9, 2018 · RIA to RIA

Joined, latest

Eugene S Root from Gene Root, CFP
May 7, 2024 · Other
Kelly Elizabeth Kubera from Alight Financial Advisors, LLC
Aug 1, 2018 · RIA to RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Mariner
Jan 3, 2026 · Pittsburgh, Pa

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Koebele Adam Wright · Managing Principal & Chief Compliance Officercontrol
since 12/2020 · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Pittsburgh, Pa · principal	0	0	4	1

Offices

Schedule D 1.F, the 25 largest

Beaver Falls, PA1 employees

What changed

consecutive filings, newest first

Accounts · 612 to 748
Oct 24, 2024 to Mar 6, 2025
Advisory employees · 4 to 5
Oct 24, 2024 to Mar 6, 2025
Business name · WRIGHT ASSOCIATES to STRAVA WEALTH
Oct 24, 2024 to Mar 6, 2025
HNW clients · 92 to 125
Oct 24, 2024 to Mar 6, 2025
Individual clients · 55 to 49
Oct 24, 2024 to Mar 6, 2025
Assets in custody · $129M to $224M
Oct 24, 2024 to Mar 6, 2025
Employees · 5 to 7
Oct 24, 2024 to Mar 6, 2025
Financial planning clients · 101-250 to 101-250
Oct 24, 2024 to Mar 6, 2025
State-registered IARs · 4 to 0
Oct 24, 2024 to Mar 6, 2025
Discretionary RAUM · $296M to $368M
Oct 24, 2024 to Mar 6, 2025
HNW RAUM · $275M to $357M
Oct 24, 2024 to Mar 6, 2025
Individual RAUM · $11.8M to $11.5M
Oct 24, 2024 to Mar 6, 2025
Non-discretionary RAUM · $9.9M to $20.1M
Oct 24, 2024 to Mar 6, 2025
Pension RAUM · $17.9M to $19.0M
Oct 24, 2024 to Mar 6, 2025
RAUM · $306M to $388M
Oct 24, 2024 to Mar 6, 2025
Accounts · 148 to 612
Jan 20, 2023 to Jan 17, 2024
HNW clients · 77 to 92
Jan 20, 2023 to Jan 17, 2024
Individual clients · 68 to 55
Jan 20, 2023 to Jan 17, 2024
Pension plan clients · 2 to 3
Jan 20, 2023 to Jan 17, 2024
Assets in custody · $133M to $129M
Jan 20, 2023 to Jan 17, 2024
Employees · 6 to 5
Jan 20, 2023 to Jan 17, 2024
Other offices · 0 to 1
Jan 20, 2023 to Jan 17, 2024
Discretionary RAUM · $248M to $296M
Jan 20, 2023 to Jan 17, 2024
HNW RAUM · $222M to $275M
Jan 20, 2023 to Jan 17, 2024
Individual RAUM · $13.9M to $11.8M
Jan 20, 2023 to Jan 17, 2024
Non-discretionary RAUM · $0 to $9.9M
Jan 20, 2023 to Jan 17, 2024
Pension RAUM · $12.1M to $17.9M
Jan 20, 2023 to Jan 17, 2024
RAUM · $248M to $306M
Jan 20, 2023 to Jan 17, 2024
Accounts · 134 to 148
Jan 12, 2022 to Jan 20, 2023
HNW clients · 75 to 77
Jan 12, 2022 to Jan 20, 2023
Individual clients · 56 to 68
Jan 12, 2022 to Jan 20, 2023
Assets in custody · $175M to $133M
Jan 12, 2022 to Jan 20, 2023
Employees · 5 to 6
Jan 12, 2022 to Jan 20, 2023
Discretionary RAUM · $304M to $248M
Jan 12, 2022 to Jan 20, 2023
HNW RAUM · $279M to $222M
Jan 12, 2022 to Jan 20, 2023
Individual RAUM · $10.5M to $13.9M
Jan 12, 2022 to Jan 20, 2023
Pension RAUM · $13.9M to $12.1M
Jan 12, 2022 to Jan 20, 2023
RAUM · $304M to $248M
Jan 12, 2022 to Jan 20, 2023
Accounts · 99 to 134
Oct 20, 2021 to Jan 12, 2022
HNW clients · 68 to 75
Oct 20, 2021 to Jan 12, 2022

Signals

8 dated events

Strava Wealth no longer on the SEC adviser roster (last listed 2026-01-02, RAUM $388.1M)
Feb 2, 2026 · Left the SEC roster · derived
Kyle Frederick Beckhusen left Strava Wealth for Mariner (registered 2026-01-06)
Jan 3, 2026 · Advisor changed firm · fact
Adam Koebele Wright left Strava Wealth for Mariner (registered 2026-01-06)
Jan 3, 2026 · Advisor changed firm · fact
Kathleen Seech Wright left Strava Wealth for H.L. Zeve Associates, Inc. (registered 2000-08-15)
Jan 3, 2026 · Advisor changed firm · fact
Eugene S Root left Strava Wealth for Templeton Financial Planning (registered 2026-01-11)
Jan 3, 2026 · Advisor changed firm · fact
2 advisors left Strava Wealth (Pittsburgh, PA) for Mariner on the same day
Jan 3, 2026 · Team lift-out · derived
Seech Kathleen Wright (President, Director & Chief Compliance Officer) no longer on Schedule A of Strava Wealth (listed 2021-10-20, absent 2022-01-12)
Jan 12, 2022 · Control person left · inference
Koebele Adam Wright (Senior Financial Adviser) appeared on Schedule A of Strava Wealth
Feb 16, 2021 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026