Golden Ratio Wealth Management LLC

Overview

Golden Ratio Wealth Management LLC is a newly formed, individual-owned limited liability company that registered with the SEC in 2026. The firm is unclassified in FINTRX’s taxonomy and reports a fee model based on a percentage of assets under management. It identifies as a capital allocator and lists core advisory activities as financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating a mixed model that combines direct advice with manager-of-managers or third-party manager selection. The firm does not market itself as an ESG investor and is not designated as a multi-state adviser in the snapshot. It does not report pension consultant or related-adviser activities. Given the “selection of other advisers” line item, Golden Ratio appears prepared to place client capital with outside managers or strategies rather than exclusively building in-house sleeves.

Assets & Accounts

Location & Offices