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RICHARDSON WEALTH (USA) LIMITED
CRD 166090File 801-77951
APPROVED
Retail clients
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$243.9M
Below cohort median (national)
Discretionary AUM
$243.9M
Clients
262
262 accounts
Employees
78
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 12, 2013
- Principal office
- 100 QUEENS QUAY EAST, SUITE 2500, TORONTO, ONTARIO, M5E 1Y3
- Phone
- 1-855-204-7467
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $243.9M
- Discretionary AUM
- $243.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 262
- Non-discretionary accounts
- 0
- Total accounts
- 262
- AUM per client
- $931K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $33.7M |
| High net worth individuals | 44 | $148.3M |
| Individuals (other than high net worth individuals) | 215 | $61.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 78 | increased by63 |
| Apr 1, 2026 | Clients | 277 | 262 | decreased by15 |
| Apr 1, 2026 | AUM | $217,587,588 | $243,943,262 | increased by$26,355,674 |
| Apr 1, 2026 | Accounts | 277 | 262 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 15 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 273 | 277 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $174,100,000 | $217,587,588 | increased by$43,487,588 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 273 | 277 | increased by4 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 213 | 273 | increased by60 |
| Apr 1, 2022 | AUM | $124,000,000 | $174,100,000 | increased by$50,100,000 |
| Apr 1, 2022 | Accounts | 213 | 273 | increased by60 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RICHARDSON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RICHARDSON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.