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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2022
- Office Locations
- 4
Office Locations
About Calculated Wealth
Calculated Wealth is a boutique RIA delivering concierge-level financial and wealth planning for future-focused families, including business owners, entrepreneurs, and retirees. The firm emphasizes careful planning, tax and estate coordination, insurance and charitable strategies, and portfolio construction grounded in asset allocation and risk management using public funds, ETFs, and municipal bonds. It intentionally limits client relationships to maintain deep advisor access.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Nathan Roger Byers
Chief Compliance Officer, Consultant, Owner
- CRD
- #6645599
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CRAIG ALLEN RATZ
Advisor
- CRD
- #7307648
Matthew John Richardson
Chief Executive Officer
- CRD
- #6821747
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,778,956 | $1,034,943 |
| Non-Discretionary | $0 | -- |
| Total | $200,778,956 | $1,034,943 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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