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| Leonard Rickey Investment Advisors PLLC
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|---|---|
| CRD # | 116891 |
| SEC # | 801-77834 |
| CIK # | |
| AUM | $823.8 M (2025-06-12) |
| Employees | 19 (42% Investors, 0% Brokers) |
| Phone | 509-972-3686 |
| Address | 3908 Creekside Loop Yakima, WA 98902 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 740 | 201.3 |
| (b) Individuals (high net worth individuals) | 320 | 573.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.9 |
| (h) Charitable organizations | 7 | 10.9 |
| (i) State or municipal government entities | 0 | 2.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 21.5 |
| (n) Other | 7 | 4.5 |
| Total | 3,055 | 823.8 |
| By Discretionary | ||
| Discretionary | 2,979 | 808.1 |
| Non-Discretionary | 76 | 15.7 |
| Total | 3,055 | 823.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 823.8 | |
| Total | 3,055 | 823.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Childress Capital Advisors LLC
✚
|
TX | 0.8 |
|
The Advisory Group of San Francisco LLC
✚
|
CA | 0.8 |
|
Summit Wealth & Retirement Planning Inc
✚
|
CA | 0.8 |
|
Brickley Wealth Management
✚
|
CA | 0.8 |
|
Milestone Investment Advisors LLC
✚
|
WI | 0.8 |
|
TCP Asset Management LLC
✚
|
OH | 0.8 |
|
Meg Green & Associates Inc
✚
|
FL | 0.8 |
|
Riverbend Capital Advisors LLC
✚
|
IL | 0.8 |
|
William Mack & Associates Inc
✚
|
MI | 0.8 |
|
Lebenthal Global Advisors LLC
✚
|
NY | 0.8 |