# RICHARDSON WEALTH (USA) LIMITED

RICHARDSON WEALTH (USA) LIMITED of TORONTO, ONTARIO is an SEC-registered investment adviser.

## Registration

- CRD: 166090
- Type: SEC-registered investment adviser
- SEC file number: 801-77951
- Location: 100 QUEENS QUAY EAST, SUITE 2500, TORONTO, ONTARIO, M5E 1Y3
- Phone: 1-855-204-7467
- Latest filing: 2026-03-30
- Regulatory AUM: $243.9M
- Discretionary AUM: $243.9M
- Clients: 78
- Accounts: 262

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Benjamin Rodney Finney | CHIEF COMPLIANCE OFFICER; DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, & CHIEF COMPLIANCE OFFICER | — |
| Krista Gail Joanne Coburn | CORPORATE SECRETARY | — |
| David James Kelly | PRESIDENT | — |
| Syeda Ayeza Ahmed | CHIEF FINANCIAL OFFICER | — |
| Sarah Widmeyer | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER | — |
| PURCELL BRADLEY JAMES | DIRECTOR | — |
| MARSH ANDREW JOHN | CHIEF EXECUTIVE OFFICER; DIRECTOR AND CHIEF EXECUTIVE OFFICER | — |
| MUCHNIK ELLIOT | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND SECRETARY; DIRECTOR AND SECRETARY (+1 more) | — |
| SAMPSON DALE PATRICK | CHIEF COMPLIANCE OFFICER | — |
| BOWERING DANIEL DAVID | CHIEF COMPLIANCE OFFICER; DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| LEXOVSKY JAMES THOMAS | CHIEF FINANCIAL OFFICER | — |
| Adair Paul Curtin | CHIEF COMPLIANCE OFFICER | — |
| Stennett Scott | DIRECTOR | — |
| FINNEY BENJAMIN RODNEY | CHIEF COMPLIANCE OFFICER | — |
| Wilson Timothy | DIRECTOR; DIRECTOR, CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Widmeyer Sarah | DIRECTOR; DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER; DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166090/similar
- Related entities: https://search.stillhousedata.com/firm/166090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166090

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.