Richardson Wealth (USA) Limited

Overview

Richardson Wealth (USA) Limited operates as an independent, SEC‑registered investment adviser that primarily serves individual, family and institutional clients. The firm positions itself as a capital allocator and portfolio manager, running discretionary portfolios and using third‑party advisers when appropriate. Its stated business activities emphasize direct portfolio management for individuals and small businesses, along with the selection and oversight of other advisers — a setup that supports both in‑house model management and the use of external sub‑advisors. Investment preferences skew strongly toward publicly traded equities, with a clear tilt to exchange‑traded instruments. The firm charges fees as a percentage of assets under management and does not identify itself as an active ESG investor. It maintains a broker‑dealer affiliation and reports no pension consulting or related‑adviser arrangements. Registered in 2013 and organized as a corporation with foreign and individual ownership elements, Richardson Wealth (USA) Limited describes a traditional wealth management platform that also allocates capital to external managers when client mandates call for strategies beyond the core equity focus.

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Public Holdings

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Location & Offices