LORD AND RICHARDS WEALTH MANAGEMENT, LLC
Legal name: LORD AND RICHARDS
CRD #328907 SEC #801-129213 HIGHLANDS RANCH, CO 720-214-6801
SEC Registered
Total AUM
$104.5M
Discretionary
$104.5M
Employees
15
Clients
101
Accounts
1,227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $104.5M | $104.5M | $0 | 15 | 0 |
| Dec 2025 | $104.5M | $104.5M | $0 | 15 | 0 |
| Nov 2025 | $104.5M | $104.5M | $0 | 16 | 0 |
| Aug 2025 | $104.5M | $104.5M | $0 | 16 | 0 |
| Jul 2025 | $104.5M | $104.5M | $0 | 16 | 0 |
| Apr 2025 | $104.5M | $104.5M | $0 | 16 | 0 |
| Apr 2025 | $104.5M | $104.5M | $0 | 18 | 0 |
| Mar 2025 | $104.5M | $104.5M | $0 | 17 | 0 |
| Jan 2025 | $95.5M | $95.5M | $0 | 17 | 0 |
| Nov 2024 | $95.5M | $95.5M | $0 | 17 | 0 |
| Oct 2024 | $95.5M | $95.5M | $0 | 16 | 0 |
| Jul 2024 | $95.5M | $95.5M | $0 | 16 | 0 |
| Jun 2024 | $95.5M | $95.5M | $0 | 16 | 0 |
| Jun 2024 | $95.5M | $95.5M | $0 | 14 | 0 |
| May 2024 | $75.4M | $75.4M | $0 | 14 | 0 |
| Mar 2024 | $75.4M | $75.4M | $0 | 14 | 0 |
| Jan 2024 | $0 | $0 | $0 | 8 | 0 |
| Dec 2023 | $0 | $0 | $0 | 8 | 0 |
| Nov 2023 | $0 | $0 | $0 | 8 | 0 |
DateDec 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees15
Clients0
DateDec 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees15
Clients0
DateNov 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees16
Clients0
DateAug 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees16
Clients0
DateJul 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees16
Clients0
DateApr 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees16
Clients0
DateApr 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees18
Clients0
DateMar 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees17
Clients0
DateJan 2025
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees17
Clients0
DateNov 2024
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees17
Clients0
DateOct 2024
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees16
Clients0
DateJul 2024
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees16
Clients0
DateJun 2024
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees16
Clients0
DateJun 2024
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees14
Clients0
DateMay 2024
Total AUM$75.4M
Discretionary$75.4M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$75.4M
Discretionary$75.4M
Non-Disc.$0
Employees14
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0