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GOLDEN RESERVE RETIREMENT, LLC

DUBLIN, OH · CRD 283588 · IAPD ↗ · 855-456-4777

$544.3MRegulatory AUM
22Advisory reps
45Employees
0Clients
More than 500Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — GOLDEN RESERVE RETIREMENT, LLC added office(s): 41 -> 45 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — GOLDEN RESERVE RETIREMENT, LLC crossed $500M in regulatory AUM ($310.9M -> $544.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2026 — GOLDEN RESERVE RETIREMENT, LLC grew from 17 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2026 — GOLDEN RESERVE RETIREMENT, LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — GOLDEN RESERVE RETIREMENT, LLC added office(s): 16 -> 41 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
March 2025 — GOLDEN RESERVE RETIREMENT, LLC reported RAUM up 55% ($201.1M -> $310.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
March 2025 — GOLDEN RESERVE RETIREMENT, LLC grew from 6 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
October 2024 — GOLDEN RESERVE RETIREMENT, LLC notice-filed in AL, IL, KS, MO, NE, NH, NJ, OK, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — GOLDEN RESERVE RETIREMENT, LLC notice-filed in CA, GA, IA, ID, ME, NC, SC, TN, VA, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — GOLDEN RESERVE RIA, LLC is now doing business as GOLDEN RESERVE RETIREMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
April 2024 — GOLDEN RESERVE RETIREMENT, LLC now reports custody of client assets ($142.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — GOLDEN RESERVE RETIREMENT, LLC reported RAUM up 84% ($109.2M -> $201.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.