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RATIO WEALTH GROUP LLC

DENVER, CO · CRD 306278 · IAPD ↗ · ratiowealthgroup.com · 720-420-4863

$577.2MRegulatory AUM
6Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — RATIO WEALTH GROUP LLC (DENVER, CO) left the SEC roster (was $577.2M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
April 2024 — RATIO WEALTH GROUP LLC reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — RATIO WEALTH GROUP LLC crossed $500M in regulatory AUM ($415.6M -> $577.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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