Golden Reserve Retirement, LLC
Golden Reserve Retirement, LLC is an SEC-registered mass-market adviser in Dublin, OH with $544.3M assets under management (AUM, regulatory AUM), +75% over one year. See who owns Golden Reserve Retirement, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283588, SEC 801-121383, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $544.3M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Dublin, OH
- Employees
- 45
- Clients
- 2,008
- CRD
- 283588
- Ownership
- PATTERSON, BART, ALAN; SPRING, JUSTIN, JOSEPH; Maly, Joshua; Solomon, Fatina; Aler, Gregory, J.
How much AUM does Golden Reserve Retirement, LLC have?
Golden Reserve Retirement, LLC reported $544.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Golden Reserve Retirement, LLC?
Disclosed owners and executives of Golden Reserve Retirement, LLC include PATTERSON, BART, ALAN, SPRING, JUSTIN, JOSEPH, Maly, Joshua, Solomon, Fatina, Aler, Gregory, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.