Calculated Wealth

RIASEC & State Registered

Total AUM

$201M

Discretionary

$201M

100% of AUM

Avg account

$1M

Accounts

194

Employees

5

Advisory reps

4

Firm details

Headquarters: Madison, Wisconsin
CRD number: 318985
Registered since: February 19, 2025
Website: calcwealth.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals95.75%
HNWI4.25%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Calculated Wealth is an independent, individual-owned RIA that provides financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm is registered with the SEC (registered in 2025) and bills clients via a mix of percentage-of-AUM fees, hourly charges and fixed fees. Its advisory mandate focuses on traditional wealth management rather than institutional consulting or capital allocation activities. Calculated Wealth does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds83%
State & Local Bonds11%
Exchange Traded Equities6%

Contacts

3 of 4

Matthew Richardson
FounderCRD 6821747
Nathan Byers
Wealth PlannerCRD 6645599
Craig Ratz
Lead AdvisorCRD 7307648

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area: Madison-Janesville-Beloit, WI
Region: Midwest
County: Dane
Address: 2921 Landmark Pl
Time zone: CT (UTC-6)
Office locations

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