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Senior Client Advisor · Crescent Grove Advisors

Donald A. Wright

CRD 4187472 · Named on Form ADV at one SEC-registered adviser

At a glance

Crescent Grove Advisors, an SEC-registered wealth manager based in Lake Forest, IL with $5.5 billion in regulatory assets, lists Donald A. Wright on its Form ADV as Senior Client Advisor.

Firms and roles

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Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Gregg W. GeorgeFounder, Chief Legal Officer and Managing Director, Crescent Grove Advisors
  • Nicholas H. KochanskiFounder, Chief Financial Officer and Managing Director, Crescent Grove Advisors
  • David S. KeevinsFounder, Chief Investment Officer and Managing Director, Crescent Grove Advisors
  • Mitchell A. ProskFounder, Senior Client Advisor, Crescent Grove Advisors
  • Elizabeth A. WatkinsChief Compliance Officer, Chief Operating Officer, Crescent Grove Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.