Golden Reserve Retirement, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dublin, OH. Its latest Form ADV filing, dated March 10, 2026, reports $544M in regulatory assets under management, 45 employees, 45 offices, and 2,008 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.3% of total clients.
Top client categories% of clientsClients
1
Individuals
96.3%
1,933
2
HNWI
3.7%
75
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$544Mas of March 10, 2026
Discretionary100.0%
$544M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$544M
Total Accounts2,008
10Y AUM Change+$416M (+324.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee45:1
10Y Employee Change+28 (+164.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.