RIA Intel›Advisers›Washington›LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

Advisory

N·YAKIMA, WA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$958M
1-Year AUM Growth
0.0%
3-Year CAGR
+7.0%
Employees
9
Assets Under Management
Total AUM$958M
Discretionary AUM$940M
Non-Discretionary AUM$18M
Discretionary %98.1%
Total Clients1,079
Team
Total Employees9
Investment Advisers19
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record32
First FilingMar 22, 2013
Latest FilingMar 12, 2026
🔒 Full AUM trend chart and 32 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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