| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Rodney Finney Control | Chief Compliance Officer | Under 5% | 2023 |
| Richardson Wealth Limited Control | Corporation | Over 75% | 2012 |
| Sarah Widmeyer Control | Director, Chief Executive Officer, Chief Financial Officer | Under 5% | 2023 |
Richardson Wealth (USA) Limited reports $217.6 million in regulatory assets under management on its Form ADV.
Richardson Wealth (USA) Limited reports 15 employees.
Richardson Wealth (USA) Limited is based in Toronto, Ontario and has been SEC-registered since 2013.
Richardson Wealth (USA) Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3 |
| Phone | 1-855-204-7467 |
| Fax | 416-941-0830 |
| Office hours | 5-Sep |
| SEC region | HQ |
| Discloses disciplinary history | No |
| Discretionary | $217.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $217.6M |