| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Timothy Richards Control | Managing Partner And President | Over 75% | 2020 |
| Dylan Loyall Schoonover | Chief Growth Officer | Under 5% | 2023 |
| Jason Christopher Vander Pol Control | Chief Compliance Officer | Under 5% | 2023 |
Lord and Richards Wealth Management, LLC reports $104.5 million in regulatory assets under management on its Form ADV.
Lord and Richards Wealth Management, LLC reports 16 employees.
Lord and Richards Wealth Management, LLC is based in Highlands Ranch, CO and has been SEC-registered since 2023.
Lord and Richards Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8744 Kendrick Castillo Way ;, Suite 100, Highlands Ranch, CO 80129 |
| Phone | 720-214-6801 |
| Fax | 719-342-6669 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 204525 |
| Discloses disciplinary history | No |
| Discretionary | $104.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $104.5M |