Lord and Richards Wealth Management, LLC
● SEC registered since 2023CRD 328907SEC# 801-129213Highlands Ranch, CO
Reg. AUM
$128.8M
Employees
18
Accounts
1,363
Location
Highlands Ranch, CO
Lord and Richards Wealth Management, LLC assets under management
Lord and Richards Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Highlands Ranch, CO. The firm has been registered since 2023. It reports $128.8 million in regulatory assets under management and employs 18 people.
Lord and Richards Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Timothy Richards Control | Managing Partner And President | Over 75% | 2020 |
| Edmund Douglas Robinson Control | Chief Compliance Officer | Under 5% | 2025 |
| Kari Dawn Beers | Vp Of Operations | Under 5% | 2023 |
Frequently asked questions
How much does Lord and Richards Wealth Management, LLC manage?
Lord and Richards Wealth Management, LLC reports $128.8 million in regulatory assets under management on its Form ADV.
How many employees does Lord and Richards Wealth Management, LLC have?
Lord and Richards Wealth Management, LLC reports 18 employees.
Where is Lord and Richards Wealth Management, LLC located?
Lord and Richards Wealth Management, LLC is based in Highlands Ranch, CO and has been SEC-registered since 2023.
Does Lord and Richards Wealth Management, LLC disclose fund performance?
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.
Contact & registration
| 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 |
Regulatory AUM
$128.8M▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$128.8Mregulatory AUM
Discretionary $128.8M