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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Beers, Kari, Dawn | I | VP OF OPERATIONS | NA | |
| Robinson, Edmund, Douglas | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Edmund, Douglas | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Edmund, Douglas | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Edmund, Douglas | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| Schoonover, Dylan, Loyall | I | CHIEF GROWTH OFFICER | NA | |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDER POL, JASON, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
| RICHARDS, COLIN, TIMOTHY | I | MANAGING PARTNER AND PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (4)
CO FL NE TX
Address
8744 KENDRICK CASTILLO WAYSUITE 100
HIGHLANDS RANCH, CO 80129
United States
Phone: 720-214-6801