CRD: 166090
Richardson Wealth (USA) Limited
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- Custodian
- Capital Group · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-12-2013
- Office Locations
- 1
Office Locations
About Richardson Wealth (USA) Limited
Richardson Wealth is a wealth management firm that equips its advisors with tools, support, and timely market research to deliver personalized advice to investors. Its approach emphasizes holistic wealth planning—investment management, portfolio construction, and estate and tax planning—often implemented with ETF-centric portfolios alongside fixed income and private funds. Publishes Market Ethos/Investor Strategy insights and is part of iA Financial following its RF Capital acquisition.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Syeda Ayeza Ahmed
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Krista Gail JoAnne Coburn
Corporate Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Scott David Baillie Mr.
Investment Advisor
- CRD
- #7049444
Mark Christopher Begg
Investment Advisor
- CRD
- #7403492
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,943,262 | $931,081 |
| Non-Discretionary | $0 | -- |
| Total | $243,943,262 | $931,081 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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