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STRAVA WEALTH

PITTSBURGH, PA · CRD 121300 · IAPD ↗ · 412-854-2100

$388.1MRegulatory AUM
5Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — STRAVA WEALTH (PITTSBURGH, PA) left the SEC roster (was $388.1M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
December 2025 — STRAVA WEALTH notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — WRIGHT ASSOCIATES is now doing business as STRAVA WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2025 — STRAVA WEALTH reported RAUM up 27% ($305.6M -> $388.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
November 2024 — WRIGHT ASSOCIATES notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — WRIGHT ASSOCIATES notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — WRIGHT ASSOCIATES notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — WRIGHT ASSOCIATES added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.