← Back to searchVisit website
LORD AND RICHARDS
LORD AND RICHARDS WEALTH MANAGEMENT, LLC
CRD 328907 · SEC 801-129213
8744 KENDRICK CASTILLO WAY, SUITE 100, HIGHLANDS RANCH, CO, 80129, United States
Phone
720-214-6801
Fax
719-342-6669
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.8M
Discretionary AUM
$128.8M
Team
18 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1141 | $72.1M |
| High net worth individuals | 87 | $56.7M |
States served
CO, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD