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| Richmond Investment Services LLC
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|---|---|
| CRD # | 327451 |
| SEC # | 801-129477 |
| CIK # | 0002031991 |
| AUM | 453.2 M (2026-06-29) |
| Employees | 14 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 262-242-4200 |
| Address | 7702 W Mequon Rd Mequon, WI 53097-3217 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.3 | ||
| Apple Inc | 6.0 | ||
| Global MOFY Metaverse Ltd | 4.6 | ||
| Amazon Com Inc | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 484 | 108.0 |
| (b) Individuals (high net worth individuals) | 393 | 337.6 |
| (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 | 2 | 3.0 |
| (h) Charitable organizations | 7 | 4.3 |
| (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 | 4 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,438 | 453.2 |
| By Discretionary | ||
| Discretionary | 1,438 | 453.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,438 | 453.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 453.2 | |
| Total | 1,438 | 453.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002031991] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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Sarver Vrooman Wealth Advisors LLC
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