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RICHARDSON WEALTH (USA) LIMITED

TORONTO, ONTARIO, Canada · CRD 166090 · IAPD ↗ · usa.richardsonwealth.com · 1-855-204-7467

$243.9MRegulatory AUM
74Advisory reps
78Employees
0Clients
0Planning clients
0Private funds
32States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
September 2026 — RICHARDSON WEALTH (USA) LIMITED added office(s): 12 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
20
April 2026 — RICHARDSON WEALTH (USA) LIMITED added office(s): 0 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — RICHARDSON WEALTH (USA) LIMITED grew from 0 to 74 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
16
April 2025 — RICHARDSON WEALTH (USA) LIMITED notice-filed in AR, DC, DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
April 2024 — RICHARDSON WEALTH (USA) LIMITED notice-filed in CT, GA, MN, MO, OH.
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.