# LORD AND RICHARDS WEALTH MANAGEMENT, LLC

LORD AND RICHARDS WEALTH MANAGEMENT, LLC of HIGHLANDS RANCH, CO is an SEC-registered investment adviser.

## Registration

- CRD: 328907
- Type: SEC-registered investment adviser
- SEC file number: 801-129213
- Location: 8744 KENDRICK CASTILLO WAY, SUITE 100, HIGHLANDS RANCH, CO, 80129
- Phone: 720-214-6801
- Latest filing: 2026-05-07
- Regulatory AUM: $128.8M
- Discretionary AUM: $128.8M
- Clients: 18
- Accounts: 1,363

## Business model

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

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Jason Christopher Vander Pol | CHIEF COMPLIANCE OFFICER | — |
| Colin Timothy Richards | MANAGING PARTNER AND PRESIDENT | — |
| Kari Dawn Beers | VP OF OPERATIONS | — |
| Edmund Douglas Robinson | CHIEF COMPLIANCE OFFICER | Highlands Ranch, CO |
| Dylan Loyall Schoonover | CHIEF GROWTH OFFICER | — |
| VANDER POL JASON CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| RICHARDS COLIN TIMOTHY | MANAGING PARTNER AND PRESIDENT | — |
| Schoonover Dylan Loyall | CHIEF GROWTH OFFICER | — |
| Beers Kari Dawn | VP OF OPERATIONS | — |
| Timothy Edward Nelson | CHIEF OPERATING OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PLANO | TX | 3 | (972) 945-0025 |
| PLANO | TX | 3 | (972) 945-0025 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328907/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328907/similar
- Related entities: https://search.stillhousedata.com/firm/328907/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328907

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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.