SourcingSourcing

CALCULATED WEALTH LLC

C48
CRD 318985·SEC 801-131906·MADISON, WI
AUM
$200.8M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$602K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CALCULATED WEALTH LLC
CRD
318985
SEC file #
801-131906
EIN
—
DBA names
Calculated Wealth

Economics

AUM
$200.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$142.3M → $200.8M▲ +41%
Client mix
Individuals Other154
Individuals High Net Worth40

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
MADISON WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
calcwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Byers, Nathan, Roger
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Byers, Nathan, Roger
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CALCWEALTH.COM
Rdap Domain Creation Date
2022-01-22T18:26:10Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1092
Soi Zip Pct 200k Plus
0.0239
Soi Zip Returns 200k Plus
280
Soi Zip Total AGI
644,012
Fdic Zip Total Deposits
12,629,216,000
Fdic Zip Branch Count
210
Fdic Zip Top Banks
The Park Bank
Associated Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Fdic Zip Branches Raw
Bank One, MadisonMadison, WI
Bank One, MadisonMonona, WI
Fdic Zip HHI
3100.91
Fdic Zip Top Bank Share Pct
52.92
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-22T18:26:10Z
Rdap Domain Last Changed
2026-01-07T08:25:59Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI44,581
Returns3,340
Stub 2
AGI147,929
Returns3,980
Stub 3
AGI130,868
Returns2,160
Soi Zip Total Business Income
20,754
Soi Zip Total Cap Gains
11,063
Soi Zip Total Dividends
10,096
Soi Zip Total Returns
11,720
Top Owner CRD
6645599
Trust Company Affiliate
No

People (4)

4
Byers, Nathan, Roger
IAR · Direct Owner · 87.5%
6645599
PIOTR WOLYNSKI
IAR
6141533
Matthew John Richardson
IAR
6821747
CRAIG ALLEN RATZ
IAR
7307648