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| Richardson Wealth USA Limited
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|
|---|---|
| CRD # | 166090 |
| SEC # | 801-77951 |
| CIK # | |
| AUM | $193.3 MM (2024-03-25) |
| Employees | 15 (0% Investors, 7% Brokers) |
| Phone | 855-204-7467 |
| Address | 100 Queens Quay East Toronto Ontario, Canada |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 52.6 |
| (b) Individuals (high net worth individuals) | 38 | 112.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 28.5 |
| (n) Other | 0 | 0.0 |
| Total | 245 | 193.3 |
| By Discretionary | ||
| Discretionary | 245 | 193.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 245 | 193.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.5 | |
| United States Persons | 180.8 | |
| Total | 245 | 193.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hesen & Haslam LLC
✚
|
CA | 0.2 |
|
Eaglestone Wealth Advisors Inc
✚
|
MD | 0.2 |
|
Waypoint Wealth Management LLC
✚
|
MD | 0.2 |
|
Gold Medal Waters Inc
✚
|
CO | 0.2 |
|
Alapocas Investment Partners Inc
✚
|
MA | 0.2 |
|
Blue Sky Capital Consultants Group Inc
✚
|
CA | 0.2 |
|
Mazars USA Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Client First Capital LLC
✚
|
CA | 0.2 |
|
Impactfolio LLC
✚
|
CO | 0.2 |
|
Ironwood Wealth Management Inc
✚
|
WV | 0.2 |