RATIO WEALTH GROUP LLC
CRD #306278 SEC #801-117721 DENVER, CO 720-420-4863
SEC Registered
Total AUM
$577.2M
Discretionary
$569M
Employees
8
Clients
251
Accounts
1,030
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $577.2M | $569M | $8.2M | 8 | 0 |
| May 2023 | $415.6M | $415.6M | $0 | 6 | 0 |
| May 2023 | $415.6M | $415.6M | $0 | 6 | 0 |
| Feb 2023 | $415.6M | $415.6M | $0 | 6 | 0 |
| Nov 2022 | $399.8M | $399.8M | $0 | 6 | 0 |
| Mar 2022 | $399.8M | $399.8M | $0 | 6 | 0 |
| Jul 2021 | $266.9M | $266.9M | $0 | 6 | 0 |
| Mar 2021 | $266.9M | $266.9M | $0 | 6 | 0 |
| Dec 2020 | $142.9M | $142.9M | $0 | 5 | 0 |
| Sep 2020 | $142.9M | $142.9M | $0 | 5 | 0 |
| Aug 2020 | $142.9M | $142.9M | $0 | 5 | 0 |
| Jun 2020 | $142.9M | $142.9M | $0 | 5 | 0 |
| May 2020 | $142.9M | $142.9M | $0 | 5 | 0 |
| Feb 2020 | $142.9M | $142.9M | $0 | 5 | 0 |
| Dec 2019 | $0 | $0 | $0 | 5 | 0 |
| Nov 2019 | $0 | $0 | $0 | 5 | 0 |
DateMar 2024
Total AUM$577.2M
Discretionary$569M
Non-Disc.$8.2M
Employees8
Clients0
DateMay 2023
Total AUM$415.6M
Discretionary$415.6M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$415.6M
Discretionary$415.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$415.6M
Discretionary$415.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$399.8M
Discretionary$399.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$399.8M
Discretionary$399.8M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$266.9M
Discretionary$266.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$266.9M
Discretionary$266.9M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0