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Ratio Wealth Group, LLC

Headquarter

Company Details

Name: Ratio Wealth Group, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 06 Dec 2017 (7 years ago)
Entity Number: 20171910786
ZIP code: 80218
County: Denver County
Place of Formation: COLORADO
Principal Address: 1741 N High St Denver CO 80218 US

Links between entities

Type Company Name Company Number State
Headquarter of Ratio Wealth Group, LLC, NEW YORK 5731048 NEW YORK

Central Index Key

CIK number Mailing Address Business Address Phone
1971024 1741 N HIGH ST, DENVER, CO, 80218 1741 N HIGH ST, DENVER, CO, 80218 7204204863

Filings since 2024-05-13

Form type 13F-HR
File number 028-23164
Filing date 2024-05-13
Reporting date 2024-03-31
File View File

Filings since 2024-02-13

Form type 13F-HR
File number 028-23164
Filing date 2024-02-13
Reporting date 2023-12-31
File View File

Filings since 2023-11-14

Form type 13F-HR
File number 028-23164
Filing date 2023-11-14
Reporting date 2023-09-30
File View File

Filings since 2023-10-10

Form type 13F-HR
File number 028-23164
Filing date 2023-10-10
Reporting date 2023-06-30
File View File

Filings since 2023-03-31

Form type 13F-HR/A
File number 028-23164
Filing date 2023-03-31
Reporting date 2020-12-31
File View File

Filings since 2023-03-27

Form type 13F-HR
File number 028-23164
Filing date 2023-03-27
Reporting date 2020-12-31
File View File

Filings since 2023-03-27

Form type 13F-HR
File number 028-23164
Filing date 2023-03-27
Reporting date 2021-03-31
File View File

Filings since 2023-03-27

Form type 13F-HR
File number 028-23164
Filing date 2023-03-27
Reporting date 2021-06-30
File View File

Filings since 2023-03-27

Form type 13F-HR
File number 028-23164
Filing date 2023-03-27
Reporting date 2021-09-30
File View File

Filings since 2023-03-27

Form type 13F-HR
File number 028-23164
Filing date 2023-03-27
Reporting date 2021-12-31
File View File

Filings since 2023-03-27

Form type 13F-HR
File number 028-23164
Filing date 2023-03-27
Reporting date 2022-03-31
File View File

Filings since 2023-03-27

Form type 13F-HR
File number 028-23164
Filing date 2023-03-27
Reporting date 2022-06-30
File View File

Filings since 2023-03-27

Form type 13F-HR
File number 028-23164
Filing date 2023-03-27
Reporting date 2022-09-30
File View File

Filings since 2023-03-27

Form type 13F-HR
File number 028-23164
Filing date 2023-03-27
Reporting date 2022-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RATIO WEALTH GROUP RETIREMENT PLAN 2023 823615538 2024-07-17 RATIO WEALTH GROUP 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 541600
Sponsor’s telephone number 7204204879
Plan sponsor’s address 1741 N HIGH STREET, DENVER, CO, 80218

Signature of

Role Plan administrator
Date 2024-07-17
Name of individual signing GRAHAM GERLACH
Valid signature Filed with authorized/valid electronic signature
RATIO WEALTH GROUP RETIREMENT PLAN 2022 823615538 2023-07-20 RATIO WEALTH GROUP 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 541600
Sponsor’s telephone number 7204204879
Plan sponsor’s address 1741 N HIGH STREET, DENVER, CO, 80218

Signature of

Role Plan administrator
Date 2023-07-20
Name of individual signing DARREN SPREEUW
Valid signature Filed with authorized/valid electronic signature
RATIO WEALTH GROUP RETIREMENT PLAN 2021 823615538 2022-07-06 RATIO WEALTH GROUP 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 541600
Sponsor’s telephone number 7204204879
Plan sponsor’s address 1741 N HIGH STREET, SUITE 755, DENVER, CO, 80218

Signature of

Role Plan administrator
Date 2022-07-06
Name of individual signing DARREN L SPREEUW
Valid signature Filed with authorized/valid electronic signature
RATIO WEALTH GROUP RETIREMENT PLAN 2020 823615538 2021-07-15 RATIO WEALTH GROUP 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 541600
Sponsor’s telephone number 7204204879
Plan sponsor’s address 1741 N HIGH STREET, SUITE 755, DENVER, CO, 80218

Signature of

Role Plan administrator
Date 2021-07-15
Name of individual signing DARREN L SPREEUW
Valid signature Filed with authorized/valid electronic signature
RATIO WEALTH GROUP RETIREMENT PLAN 2019 823615538 2020-07-13 RATIO WEALTH GROUP 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 541600
Sponsor’s telephone number 7204204879
Plan sponsor’s address 55 MADISON STREET, SUITE 755, DENVER, CO, 80206

Signature of

Role Plan administrator
Date 2020-07-13
Name of individual signing DARREN SPREEUW
Valid signature Filed with authorized/valid electronic signature
RATIO WEALTH GROUP RETIREMENT PLAN 2018 823615538 2019-07-30 RATIO WEALTH GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 541600
Sponsor’s telephone number 7204204879
Plan sponsor’s address 55 MADISON STREET, SUITE 755, DENVER, CO, 80206

Signature of

Role Plan administrator
Date 2019-07-30
Name of individual signing DEREK SCARTH
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20248337180 File Report 2024-12-20 2024-12-20 No data Principal address changed
20238235928 File Report 2023-11-27 2023-11-27 No data Principal address changed, Change in registered agent information
20231141647 Statement of Change Changing the Principal Office Address 2023-02-02 2023-02-02 No data Principal address changed;
20228191073 File Report 2022-12-05 2022-12-05 No data No data
20218240121 File Report 2021-12-30 2021-12-30 No data No data
20208043715 File Report 2020-12-01 2020-12-01 No data No data
20191939073 File Report 2019-11-26 2019-11-26 No data No data
20191456033 Statement of Change Changing the Registered Agent Information 2019-05-30 2019-05-30 No data Registered agent information changed;
20181905174 File Report 2018-11-21 2018-11-21 No data No data
20171910786 Form a Limited Liability Company (LLC) 2017-12-06 2017-12-06 Ratio Wealth Group, LLC No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State