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RICHARDSON WEALTH (USA) LIMITED
CRD 166090 · SEC 801-77951
100 QUEENS QUAY EAST, SUITE 2500, TORONTO, ONTARIO, VT, M5E 1Y3, Canada
Phone
1-855-204-7467
Fax
416-941-0830
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$243.9M
Discretionary AUM
$243.9M
Team
78 total employees; 74 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $61.9M |
| High net worth individuals | 44 | $148.3M |
| Corporations/business entities | 3 | $33.7M |
States served
VT, AZ, AR, CA, CO, DE, DC, GA, ID, IL, KS, LA, MA, MI, NJ, NY, NC, OH, OK, OR, PA, RI, TN, VA, WI, WY, MO, WA, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD