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LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

YAKIMA, WA · CRD 116891 · IAPD ↗ · 509-972-3686

$958.1MRegulatory AUM
9Advisory reps
19Employees
5Clients
More than 500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.