Lord & Richards Wealth Management, LLC SEC EDGAR Filings (CIK 0002045252)

SEC EDGAR filings, ownership reports, and insider transactions for Lord & Richards Wealth Management, LLC.

Business address
8744 Kendrick Castillo Way, Ste 100, Highlands Ranch, CO, 80129
Top securities (13F)
SPYM, ACIO, BKAG, DRSK, VEA, DMBS, ADME, RSP, SCHP, UPSD, NVDA, JUCY, PCMM, VB, OSCV, MSFT, FRDM, DUBS, VWO, and IDUB
State of incorporation
CO
Fiscal year end
31 December
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Lord & Richards Wealth Management, LLC has filed 6 SEC EDGAR filings since 30 Jan 2025

Latest Filings

Recent SEC filings for Lord & Richards Wealth Management, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2026 31 Dec 2025 028-24691
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2025 30 Sep 2025 028-24691
N-PX Open N-PX document View SEC filing for N-PX 11 Aug 2025 11 Aug 2025 028-24691
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2025 30 Jun 2025 028-24691
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-24691
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jan 2025 31 Dec 2024 028-24691

About this filer

Lord & Richards Wealth Management, LLC files with the SEC under CIK 0002045252. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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