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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RICHARDSON WEALTH (USA) LIMITED

CRD 166090

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f6f54e0-4e91-73f3-5d8f-689e3ef2d733

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 10
On other graphs: 0
Observed: Apr 8, 2013 to Aug 25, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $244MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $244M
Private client RAUM: $210MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $22.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 78
Advisory employees: 74
Offices: 16Schedule D 1.F, beyond the principal office
Accounts: 262
Individual clients: 215
High net worth clients: 44
SEC number: 801-77951
CRD: 166090
Filings on the tape: 33
First filed: Apr 8, 2013
Latest filed: Aug 25, 2026
Organised: Corporation
Website: usa.richardsonwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Christopher John Housepian	n/a	TORONTO, ONTARIO	10	12	n/a	no
KURT HAROLD PEDERSEN	n/a	TORONTO, ONTARIO	7	21	n/a	no
RAHIM MOHAMED CHATUR	Chartered Financial Analyst	TORONTO, ONTARIO	7	16	n/a	no
alexander Michael senkiw	n/a	TORONTO, ONTARIO	7	11	n/a	no
Michael Edwin Pickard	n/a	TORONTO, ONTARIO	7	22	n/a	no
Scott David Baillie	n/a	TORONTO, ONTARIO	7	11	n/a	no
Adam Robert Charles Brookes	n/a	TORONTO, ONTARIO	5	12	n/a	no
David Friesen	n/a	TORONTO, ONTARIO	5	16	n/a	no
Mark Christopher Begg	n/a	TORONTO, ONTARIO	5	16	n/a	no
William David Anthony Mactaggart	n/a	TORONTO, ONTARIO	4	12	n/a	no
Michael Roman Hryn	n/a	TORONTO, ONTARIO	4	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FINNEY, BENJAMIN, RODNEY	CHIEF COMPLIANCE OFFICER	Na	yes	08/2023	Aug 25, 2023	Sep 13, 2024
RF CAPITAL GROUP INC	Shareholder	C	yes	11/2012	Mar 16, 2021	Sep 13, 2024
RF CAPITAL GROUP INC	Shareholder	E	yes	11/2012	Mar 16, 2021	Sep 13, 2024
RFC HOLDING CORP	Shareholder	C	yes	11/2012	Mar 16, 2021	Sep 13, 2024
RFSC SERVICES CANADA INC.	Shareholder	E	yes	11/2012	Mar 16, 2021	Sep 13, 2024
RICHARDSON WEALTH LIMITED	Corporation	E	yes	11/2012	Mar 16, 2021	Sep 13, 2024
Widmeyer, Sarah	DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER	Na	yes	02/2023	Apr 15, 2021	Sep 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RICHARDSON WEALTH LIMITED	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$244M	$244M	78	74	12	n/a	n/a
2024	Mar 28, 2025	$218M	$218M	15	0	0	n/a	n/a
2023	Mar 25, 2024	$193M	$193M	15	0	0	n/a	n/a
2022	Mar 22, 2023	$164M	$164M	5	0	0	n/a	n/a
2021	Mar 16, 2022	$174M	$174M	5	0	0	n/a	n/a
2020	Mar 16, 2021	$124M	$124M	4	0	0	n/a	n/a
2019	Mar 13, 2020	$136M	$136M	4	0	0	n/a	n/a
2018	Feb 25, 2019	$99.0M	$99.0M	4	0	1	n/a	n/a
2017	Mar 23, 2018	$96.0M	$96.0M	4	0	1	n/a	n/a
2016	Mar 31, 2017	$88.8M	$88.8M	4	0	n/a	n/a	n/a
2015	Mar 21, 2016	$55.4M	$55.4M	4	0	n/a	n/a	n/a
2014	Mar 31, 2015	$34.0M	$34.0M	4	0	n/a	n/a	n/a
2013	Mar 31, 2014	$2.2M	$2.2M	4	0	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$244M	$218M	12.1%	$164M	14.1%	78	15	16	0

Relationships

Registered with (12)

← William David Anthony MactaggartAdvisorregistration: current employment
Aug 29, 2022 to presentfactForm ADV
← Michael Roman HrynAdvisorregistration: current employment
Aug 29, 2022 to presentfactForm ADV
← Mark Christopher BeggAdvisorregistration: current employment
Jul 29, 2021 to presentfactForm ADV
← David FriesenAdvisorregistration: current employment
Jan 7, 2021 to presentfactForm ADV
← Adam Robert Charles BrookesAdvisorregistration: current employment
Jan 6, 2021 to presentfactForm ADV
← KURT HAROLD PEDERSENAdvisorregistration: current employment
Apr 8, 2019 to presentfactForm ADV
← RAHIM MOHAMED CHATURAdvisorregistration: current employment
Apr 8, 2019 to presentfactForm ADV
← alexander Michael senkiwAdvisorregistration: current employment
Apr 8, 2019 to presentfactForm ADV
← Michael Edwin PickardAdvisorregistration: current employment
Apr 8, 2019 to presentfactForm ADV
← Scott David BaillieAdvisorregistration: current employment
Apr 8, 2019 to presentfactForm ADV
← Christopher John HousepianAdvisorregistration: current employment
Mar 17, 2016 to presentfactForm ADV
← Neil David GregoryAdvisorregistration: previous registration
Apr 8, 2019 to Jan 26, 2021factForm ADV

Controls (6)

← FINNEY, BENJAMIN, RODNEYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 25, 2023 to Sep 13, 2024factForm ADV
← Widmeyer, SarahOwnerDIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, ownership code NA, individual
Apr 15, 2021 to Sep 13, 2024factForm ADV
← RF CAPITAL GROUP INCOwnerSHAREHOLDER, ownership code C, foreign entity
Mar 16, 2021 to Sep 13, 2024factForm ADV
← RFC HOLDING CORPOwnerSHAREHOLDER, ownership code C, foreign entity
Mar 16, 2021 to Sep 13, 2024factForm ADV
← RFSC SERVICES CANADA INC.OwnerSHAREHOLDER, ownership code E, foreign entity
Mar 16, 2021 to Sep 13, 2024factForm ADV
← RICHARDSON WEALTH LIMITEDOwnerCORPORATION, ownership code E, foreign entity
Mar 16, 2021 to Sep 13, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 13, 2024
Control person left
Scott Stennett (Director) no longer on Schedule A of Richardson Wealth (Usa) Limited (listed 2024-03-25, absent 2024-09-13)
Form ADVobserved 5 days ago
Occurred
Sep 13, 2024
Control person left
Timothy Wilson (Director) no longer on Schedule A of Richardson Wealth (Usa) Limited (listed 2024-03-25, absent 2024-09-13)
Form ADVobserved 5 days ago
Occurred
Aug 25, 2023
Control person joined
Rodney Benjamin Finney (Chief Compliance Officer) appeared on Schedule A of Richardson Wealth (Usa) Limited
Form ADVobserved 5 days ago
Occurred
Apr 28, 2023
Control person left
Curtin Paul Adair (Chief Compliance Officer) no longer on Schedule A of Richardson Wealth (Usa) Limited (listed 2023-03-22, absent 2023-04-28)
Form ADVobserved 5 days ago
Occurred
Apr 15, 2021
Control person joined
Timothy Wilson (Director, Chief Executive Officer And Chief Financial Officer) appeared on Schedule A of Richardson Wealth (Usa) Limited
Form ADVobserved 5 days ago
Occurred
Apr 15, 2021
Control person joined
Sarah Widmeyer (Director) appeared on Schedule A of Richardson Wealth (Usa) Limited
Form ADVobserved 5 days ago
Occurred
Apr 15, 2021
Control person left
John Andrew Marsh (Director And Chief Executive Officer) no longer on Schedule A of Richardson Wealth (Usa) Limited (listed 2021-03-16, absent 2021-04-15)
Form ADVobserved 5 days ago
Occurred
Apr 15, 2021
Control person left
Elliot Muchnik (Director, Chief Financial Officer And Secretary) no longer on Schedule A of Richardson Wealth (Usa) Limited (listed 2021-03-16, absent 2021-04-15)
Form ADVobserved 5 days ago
Occurred
Apr 8, 2013
First Form ADV filing
Richardson Gmp (Usa) Limited filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 30, 2026
Richardson Wealth (Usa) Limited reported 12 offices beyond its principal office, up from 0 (2025-12-17 to 2026-03-30)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f6f54e0-4e91-73f3-5d8f-689e3ef2d733
First observed: Apr 8, 2013
Last observed: Aug 25, 2026 26 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RICHARDSON WEALTH (USA) LIMITED

CRD 166090

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f6f54e0-4e91-73f3-5d8f-689e3ef2d733

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Christopher John Housepian

n/a

TORONTO, ONTARIO

n/a

KURT HAROLD PEDERSEN

n/a

TORONTO, ONTARIO

n/a

RAHIM MOHAMED CHATUR

Chartered Financial Analyst

TORONTO, ONTARIO

n/a

alexander Michael senkiw

n/a

TORONTO, ONTARIO

n/a

Michael Edwin Pickard

n/a

TORONTO, ONTARIO

n/a

Scott David Baillie

n/a

TORONTO, ONTARIO

n/a

Adam Robert Charles Brookes

n/a

TORONTO, ONTARIO

n/a

David Friesen

n/a

TORONTO, ONTARIO

n/a

Mark Christopher Begg

n/a

TORONTO, ONTARIO

n/a

William David Anthony Mactaggart

n/a

TORONTO, ONTARIO

n/a

Michael Roman Hryn

n/a

TORONTO, ONTARIO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FINNEY, BENJAMIN, RODNEY

CHIEF COMPLIANCE OFFICER

yes

08/2023

Aug 25, 2023

Sep 13, 2024

RF CAPITAL GROUP INC

Shareholder

yes

11/2012

Mar 16, 2021

Sep 13, 2024

RF CAPITAL GROUP INC

Shareholder

yes

11/2012

Mar 16, 2021

Sep 13, 2024

RFC HOLDING CORP

Shareholder

yes

11/2012

Mar 16, 2021

Sep 13, 2024

RFSC SERVICES CANADA INC.

Shareholder

yes

11/2012

Mar 16, 2021

Sep 13, 2024

RICHARDSON WEALTH LIMITED

Corporation

yes

11/2012

Mar 16, 2021

Sep 13, 2024

Widmeyer, Sarah

DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER

yes

02/2023

Apr 15, 2021

Sep 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RICHARDSON WEALTH LIMITED

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$244M

n/a

2024

Mar 28, 2025

$218M

n/a

2023

Mar 25, 2024

$193M

n/a

2022

Mar 22, 2023

$164M

n/a

2021

Mar 16, 2022

$174M

n/a

2020

Mar 16, 2021

$124M

n/a

2019

Mar 13, 2020

$136M

n/a

2018

Feb 25, 2019

$99.0M

n/a

2017

Mar 23, 2018

$96.0M

n/a

2016

Mar 31, 2017

$88.8M

n/a

2015

Mar 21, 2016

$55.4M

n/a

2014

Mar 31, 2015

$34.0M

n/a

2013

Mar 31, 2014

$2.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$244M

$218M

12.1%

$164M

14.1%