William David anthony Mactaggart
Investment adviser representative at Richardson Wealth (USA) Limited
13 yearsExperience
1 stateRegistered in
$243.9MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Richardson Wealth Insurance Services LimitedJan 2023 to now
- Richardson Wealth (USA) LimitedAug 2022 to now
- Richardson Gmp (USA) LimitedFeb 2016 to now
- Luttrell Creek HoldingsSep 2015 to now
- Richardson Wealth Limited / Patrimoine Richardson Limit�eNov 2013 to now
- Downtown Guelph Business AssociationJan 2019 to Feb 2023
- The Oaktree ProjectMay 2016 to Feb 2023
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Richardson Wealth (USA) Limited
$243.9MAssets managed
262Clients
11Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7585866
- Firm CRD
- 166090