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Richard W. Paul & Associates, LLC

● SEC registered since 2019CRD 156812SEC# 801-116985Novi, MI
Export (members)
Reg. AUM
$372.8M
Employees
8
Accounts
1,755
Location
Novi, MI

Richard W. Paul & Associates, LLC assets under management

Richard W. Paul & Associates, LLC is an SEC-registered investment adviser based in Novi, MI. The firm has been registered since 2019. It reports $372.8 million in regulatory assets under management and employs 8 people.

Richard W. Paul & Associates, LLC owners & executives

2 reported
NameTitleOwnershipSince
Matthew Michael Paul ControlChief Compliance OfficerUnder 5%2023
Richard William Paul ControlManaging MemberOver 75%2011

Frequently asked questions

How much does Richard W. Paul & Associates, LLC manage?

Richard W. Paul & Associates, LLC reports $372.8 million in regulatory assets under management on its Form ADV.

How many employees does Richard W. Paul & Associates, LLC have?

Richard W. Paul & Associates, LLC reports 8 employees.

Where is Richard W. Paul & Associates, LLC located?

Richard W. Paul & Associates, LLC is based in Novi, MI and has been SEC-registered since 2019.

Does Richard W. Paul & Associates, LLC disclose fund performance?

Richard W. Paul & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address39555 Orchard Hill Place, Suite 100, Novi, MI 48375
Phone248-305-9911
Fax248-305-9966
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$372.8M▲ 15%
Mar '25 — $323.3MApr '25 — $323.3MMay '25 — $323.3MJun '25 — $323.3MJul '25 — $323.3MAug '25 — $323.3MSep '25 — $323.3MOct '25 — $323.3MNov '25 — $323.3MDec '25 — $323.3MJan '26 — $323.3MFeb '26 — $323.3MMar '26 — $372.8MApr '26 — $372.8MMay '26 — $372.8MJun '26 — $372.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$372.8Mregulatory AUM
Discretionary $372.8M