MIDDLETOWN, CTCRD 110743Latest ADV November 26, 2025
Mullaney Keating & Wright Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Middletown, CT. Its latest Form ADV filing, dated November 26, 2025, reports $337M in regulatory assets under management, 3 employees, and 504 accounts.
Assets Under Management
$337M
Employees
3
Offices
--
Total Clients
185
Primary office
MIDDLETOWN, CT
386 MAIN STREET, SUITE 501, MIDDLETOWN, CT, United States
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
110
2
HNWI
37.8%
70
3
Charitable
1.1%
2
4
Corporations
1.1%
2
5
Pension Plans
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$337Mas of November 26, 2025
Discretionary89.1%
$300M
89% of total RAUM89.1%
Non-discretionary10.9%
$37M
11% of total RAUM10.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$337M
Total Accounts504
10Y AUM Change+$89M (+35.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.