LP Profile

Richard W. Paul & Associates

Also known as richard w paul and

Wealth ManagerNovi, United StatesFounded 2011
$373M
Assets Under Management
Novi
Headquarters
Investment Focus

About Richard W. Paul & Associates

Richard W. Paul & Associates is a family-run financial advisory firm in Novi, Michigan, founded in 2011. It reports approximately $373 million in assets under management. The firm describes itself as a fiduciary with Certified Financial Planner professionals and a team with a collective 80 years of experience in financial services. It offers retirement planning, wealth management, investment management, asset protection, 401(k) rollovers, life insurance and tax strategies. It serves clients in Novi, Northville, Livonia, Farmington, Troy, Ann Arbor and surrounding areas.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Richard W. Paul & Associates from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$372.8M
Total Clients
1,755
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Richard W. Paul & Associates?

Richard W. Paul & Associates is a wealth manager based in Novi, United States, managing approximately $373M in assets.

Where is Richard W. Paul & Associates headquartered?

Richard W. Paul & Associates is headquartered in Novi, United States.

How much does Richard W. Paul & Associates manage?

Richard W. Paul & Associates manages approximately $373M in assets under management.

When was Richard W. Paul & Associates founded?

Richard W. Paul & Associates was founded in 2011.

How can I contact Richard W. Paul & Associates?

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