RIA Intel›Advisers›Colorado›LORD AND RICHARDS WEALTH MANAGEMENT, LLC

LORD AND RICHARDS WEALTH MANAGEMENT, LLC

Advisory

N·HIGHLANDS RANCH, CO

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$129M
1-Year AUM Growth
+26.6%
3-Year CAGR
—
Employees
8
Assets Under Management
Total AUM$129M
Discretionary AUM$129M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,230
Team
Total Employees8
Investment Advisers18
Employee Growth (1Y)+60.0%
Filing History
Total Filings on Record10
First FilingNov 15, 2023
Latest FilingMar 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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