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Richardson Wealth aims to reach $100b in AUA
Other - MARCH 15, 2024

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Richardson Wealth aims to reach $100b in AUA

by Andrea Zander

Richardson Wealth aims to reach $100 billion in assets under advisement (AUA) and 50 percent women advisers over the next few years, according to an Investment Executive article.

Dave Kelly, who was hired as COO in January, will play a key role in pursuing those goals.

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