# Golden Ratio Wealth Management LLC

> Golden Ratio Wealth Management LLC is an SEC-registered investment advisory firm in Radnor, PA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated June 5, 2026.

- CRD: 342561
- Filed as: GOLDEN RATIO WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Radnor, PA
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342561
- AdvisorCensus page: https://advisorcensus.com/firm/golden-ratio-wealth-management-llc-radnor-pa-342561

## Quick answers

**How is Golden Ratio Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Golden Ratio Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Golden Ratio Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated June 5, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Golden Ratio Wealth Management LLC located?**
Golden Ratio Wealth Management LLC's principal office is in Radnor, PA, according to its Form ADV.

**Is Golden Ratio Wealth Management LLC registered with the SEC or a state?**
Golden Ratio Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342561.

**Does Golden Ratio Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342561

**Does Golden Ratio Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 5, 2026 says: "Golden Ratio Wealth generally requires an initial investment of at least $500,000 for investment advisory services. Golden Ratio Wealth does not have an ongoing minimum account size."

**What changed in Golden Ratio Wealth Management LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 5, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> Golden Ratio Wealth offers investment and wealth management for an annual fee based on the amount of assets under the firm’s management/advisement. ... The maximum fee rate for new clients is as follows: Maximum Annual Advisory Fee 1.25%

- Account minimum: $500,000

> Golden Ratio Wealth generally requires an initial investment of at least $500,000 for investment advisory services. Golden Ratio Wealth does not have an ongoing minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Golden Ratio Wealth Management LLC (CRD 342561): Form ADV filing data as of October 2026.