Data / Investment advisers / Pennsylvania / Golden Ratio Wealth Management LLC
Golden Ratio Wealth Management LLC, Berwyn, PA: $181 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Golden Ratio Wealth Management LLC is an SEC registered investment adviser with its main office in Berwyn, Pennsylvania and reports $181 million in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Golden Ratio Wealth Management LLC (CRD number 342561): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 342561
- SEC file number
- 801-136660
- SEC status
- 120-Day Approval, effective July 8, 2026
- Main office
- 899 Cassatt Road Suite 125-B, Berwyn, PA 19312
- Phone
- (610) 910-4797
- Website
- goldenratiowm.com
- Regulatory AUM
- $180,842,830 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $175,587,576
- Non discretionary AUM
- $5,255,254
- Accounts
- 307
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $161.2 million |
| Individuals (other than high net worth individuals) | 49 | $19.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $180.8 million | October 30, 2026 |
| August 3, 2026 | Not listed | June 5, 2026 |
Other advisers in Berwyn
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| FDX Advisors, Inc. | Berwyn | $832.8 million | Not listed | adviserinfo.sec.gov |
| Trinity Wealth Management, LLC | Berwyn | $399.2 million | Not listed | adviserinfo.sec.gov |
| Carnegie Wealth Management, LLC | Berwyn | $357.1 million | Not listed | adviserinfo.sec.gov |
| Red Spruce Capital, LLC | Berwyn | $256.9 million | Not listed | adviserinfo.sec.gov |
| Rolek Retirement Planning | Berwyn | $239.2 million | Not listed | adviserinfo.sec.gov |
| Watkinson Capital Advisors LLC | Berwyn | $124.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Berwyn, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Golden Ratio Wealth Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.