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RICHARDSON WEALTH (USA) LIMITED
CRD 166090File 801-77951
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.