Richardson Wealth (USA) Limited

Overview

Richardson Wealth (USA) Limited is an SEC-registered independent registered investment adviser (since 2013) that operates as a corporation with a foreign-entity/individual ownership structure. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, and it also makes use of third-party managers through selection of other advisers. Its client base includes both individual and family clients as well as institutional relationships. Fees are charged as a percentage of assets under management. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. It maintains an affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices