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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 25, 2025 and April 9, 2026, reported AUM increased 41.1%, from $142.3M to $200.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 194 clients, or 48.5 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 4 reported office locations and 4 years in operation. The source data was last updated on April 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Calculated Wealth has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.