Golden Reserve Retirement, Llc
- Regulatory AUM
- $544M
- Discretionary
- $544M
- Clients
- 2,008
- Avg AUM / client
- $271K
- Accounts
- 2,008
- Employees
- 45
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,933 | $440M | 80.9% |
| High net worth individuals | 75 | $104M | 19.1% |
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aler, Gregory, J. | Silent Owner | Jun 2016 (10y) | 50% – 75% | |
| Spring, Justin, Joseph | Silent Partner | Jan 2021 (6y) | 5% – 10% | |
| Solomon, Fatina | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Todd Dee White | Registered representative | Feb 2018 (8y) | ||
| Matthew Richard Schaefer | Registered representative | Sep 2020 (6y) | ||
| Phillip Huff | Registered representative | Mar 2022 (4y) | ||
| John Robert Forloine | Registered representative | CFP | Nov 2022 (4y) | |
| Anna Christine | Registered representative | Apr 2023 (3y) | ||
| Timothy Holland Stallings | Registered representative | May 2023 (3y) | ||
| Justin Kodish Dilbeck | Registered representative | Jun 2023 (3y) | ||
| Larry E Myers | Registered representative | Jul 2023 (3y) | ||
| Tyler A Strauer | Registered representative | Jul 2023 (3y) | ||
| Edward Joseph Wright | Registered representative | CFP | Aug 2023 (3y) | |
| Matthew C Barnes | Registered representative | Mar 2024 (2y) | ||
| Dustin Knoedler | Registered representative | Jul 2024 (2y) | ||
| Benjamin M Hout | Registered representative | CFP | Oct 2024 (2y) | |
| Clayton Michael Kreuz | Registered representative | Oct 2024 (2y) | ||
| Anthony Michael Zrinyi | Registered representative | Jan 2025 (2y) | ||
| Joel Lee Northam | Registered representative | Mar 2025 (1y) | ||
| John Glander | Registered representative | Apr 2025 (1y) | ||
| Gregg Michael Indovina | Registered representative | Apr 2025 (1y) | ||
| Paul Jason Brewer | Registered representative | Sep 2025 (1y) | ||
| Christian Carson Carey | Registered representative | Nov 2025 (1y) | ||
| Joshua Christian Colwill | Registered representative | CFP | Feb 2026 (1y) | |
| Joseph Christopher Satira | Registered representative | CFP Chartered Financial Consultant | Feb 2026 (0y) | |
| Robert Russell Shampine | Registered representative | Apr 2026 (0y) | ||
| Joseph R. Maul | Registered representative | Apr 2026 (0y) | ||
| Alexis Domanique Mitchell | Registered representative | Apr 2026 (0y) | ||
| Craig Robinette | Registered representative | Jun 2026 (0y) | ||
| Cole Patrick Kirchner | Registered representative | Jun 2026 (0y) | ||
| Carl Scott Trent | Registered representative | Jul 2026 (0y) |
Undisclosed: 10% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $544M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗