Golden Ratio Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Golden Ratio Wealth Management LLC is a registered investment adviser that intends to serve individuals, high‑net‑worth clients, corporations and pension and profit‑sharing plans. The firm describes services that include wealth and investment management, financial planning, selection of third‑party asset managers, and fiduciary and non‑fiduciary consulting for plan sponsors.
The firm’s stated approach emphasizes customized investment policy statements, a long‑term mix of active and passive strategies across stocks, ETFs, mutual funds and bonds, and ongoing portfolio monitoring and rebalancing. Golden Ratio generally expects to manage client accounts on a discretionary basis and to delegate portions of portfolio management to third‑party asset managers, including use of Wells Fargo Advisors’ Personalized UMA and FundSource programs, and to offer a bundled wrap fee program.
Compared with peers in its registration cohort, Golden Ratio’s brochure highlights several features that are not commonly reported for firms with no active advisors: sponsorship of a wrap‑fee program, inclusion of comprehensive financial planning within its advisory services, and a formal process for selecting other advisers to manage client assets. The firm is newly registered in 2026 and, at the time of the brochure, had not yet begun providing advisory services and had no active advisors registered to provide advice on its behalf.
Client services
Expertise
Fee options
Up to 1.25% annually (maximum fee rate for new clients, rate may be negotiated)
Account minimum: $500,000 Fee-only: Maximum annual advisory fee up to 1.25%, negotiable based on client and asset complexity; financial planning included with advisory fee.
Main office
150 N Radnor Chester Road, Suite A-100
Radnor PA 19087
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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