Richardson Wealth (Usa) Limited
- Regulatory AUM
- $244M
- Discretionary
- $244M
- Clients
- 262
- Avg AUM / client
- $931K
- Accounts
- 262
- Employees
- 78
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 215 | $61.9M | 25.4% |
| High net worth individuals | 44 | $148M | 60.8% |
| Corporations and other businesses | 3 | $33.7M | 13.8% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Widmeyer, Sarah | Director, Chief Executive Officer, Chief Financial Officer | Feb 2023 (4y) | Less than 5% | |
| Finney, Benjamin, Rodney | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Christopher John Housepian | Registered representative | Mar 2016 (10y) | ||
| Kurt Harold Pedersen | Registered representative | Apr 2019 (7y) | ||
| Michael Edwin Pickard | Registered representative | Apr 2019 (7y) | ||
| Rahim Mohamed Chatur | Registered representative | CFA | Apr 2019 (7y) | |
| Scott David Baillie | Registered representative | Apr 2019 (7y) | ||
| Alexander Michael Senkiw | Registered representative | Apr 2019 (7y) | ||
| Adam Robert Charles Brookes | Registered representative | Jan 2021 (6y) | ||
| David Friesen | Registered representative | Jan 2021 (6y) | ||
| Mark Christopher Begg | Registered representative | Jul 2021 (5y) | ||
| Michael Roman Hryn | Registered representative | Aug 2022 (4y) | ||
| William David Anthony Mactaggart | Registered representative | Aug 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Richardson Wealth Limited | Corporation | Nov 2012 | A | 75% or more |
| Rfsc Services Canada Inc. | Shareholder | Nov 2012 | B | ≈ 56.25% – 100% via Richardson Wealth Limited |
| Rf Capital Group Inc | Shareholder | Nov 2012 | B | ≈ 42.19% – 100% via Rfsc Services Canada Inc. |
| Rfc Holding Corp | Shareholder | Nov 2012 | B | ≈ 18.75% – 50% via Richardson Wealth Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rfsc Services Canada Inc.: 75% – 100% of Richardson Wealth Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Rf Capital Group Inc: 75% – 100% of Rfsc Services Canada Inc. × 75% – 100% of Richardson Wealth Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Rfc Holding Corp: 25% – 50% of Richardson Wealth Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗