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| Lord and Richards Wealth Management LLC
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|---|---|
| CRD # | 328907 |
| SEC # | 801-129213 |
| CIK # | 0000204525, 0002045252 |
| AUM | 128.8 M (2026-05-07) |
| Employees | 18 (44% Investors, 0% Brokers) |
| Phone | 720-214-6801 |
| Address | 8744 Kendrick Castillo Way Highlands Ranch, CO 80129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.5 | ||
| Microsoft Corp | 2.0 | ||
| Quanta Services Inc | 1.7 | ||
| Alphabet Inc | 1.2 | ||
| Visa Inc | 1.2 | ||
| Amazon Com Inc | 1.2 | ||
| Amphenol Corp /DE/ | 1.2 | ||
| Wal Mart Stores Inc | 1.1 | ||
| Diamondback Energy Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,141 | 72.1 |
| (b) Individuals (high net worth individuals) | 87 | 56.7 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,363 | 128.8 |
| By Discretionary | ||
| Discretionary | 1,363 | 128.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,363 | 128.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.8 | |
| Total | 1,363 | 128.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002045252] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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