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CW

Catherine G. Wright

GEMMER ASSET MANAGEMENT LLC
Walnut Creek, CA 94596
Some features on this profile are disabled
CRD#: 7810880
CW

Professional summary

Catherine Grace Wright, who also goes by Cat Wright, is a registered financial advisor currently at GEMMER ASSET MANAGEMENT LLC located in Walnut Creek, California.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Catherine has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cat Wright

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Grace Wright's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 24, 2024 - Present

GEMMER ASSET MANAGEMENT LLC

Office #1: 1655 North Main St Suite 360, Walnut Creek, CA 94596
RIA
CRD#: 109034
Walnut Creek, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
GEMMER ASSET MANAGEMENT LLC
GEMMER ASSET MANAGEMENT LLC | WRIGHT WEALTH MANAGEMENT LLC | JURIS WEALTH

CRD#: 109034 / SEC#: 801-56517

RIA
Registered Investment Advisory firm - (5/21/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/24/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/8/2024
Uniform Investment Adviser Law Examination

Current Firm

GA
GEMMER ASSET MANAGEMENT LLC
GEMMER ASSET MANAGEMENT LLC | WRIGHT WEALTH MANAGEMENT LLC | JURIS WEALTH

CRD#: 109034 / SEC#: 801-56517

RIA
Registered Investment Advisory firm - (5/21/1999 Approved)
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Contact information

Main Address
1655 North Main St Suite 360, Walnut Creek, CA 94596
Mailing Address
Phone number
(925) 933-3786
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (21 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts3,663
AUM (Assets Under Management)$ 2,011,228,822

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GEMMER ASSET MANAGEMENT LLC

CRD#: 109034Walnut Creek, CA 94596

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