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CALCULATED WEALTH LLC, CRD 318985
MADISON, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Nathan Roger Byers | Personal Financial Specialist | MADISON, WI | 4 | 13 | 2 | no |
| CRAIG ALLEN RATZ | Certified Financial Planner | MADISON, WI | Roseville, MN | 3 | 13 | 1 | no |
| PIOTR WOLYNSKI | Certified Financial Planner | Saint Louis, MO | MADISON, WI | 1 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Byers, Nathan, Roger | OWNER AND CCO | E | yes | 02/2022 | Apr 9, 2026 | Apr 9, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 9, 2026 | $201M | $201M | 5 | 4 | 3 | n/a | n/a |
| 2024 | Apr 25, 2025 | $142M | $142M | 4 | 4 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $201M | $142M | 41.1% | n/a | n/a | 5 | 4 | 3 | 1 |