LORD AND RICHARDS WEALTH MANAGEMENT, LLC
Doing business as LORD AND RICHARDS. SEC Form ADV profile.
Total regulatory AUM
$128,761,154
Discretionary
$128,761,154
Non-discretionary
$0
Firm details
- CRD number
- 328907
- SEC file number
- 801-129213
- Main office
- HIGHLANDS RANCH, CO, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.