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IRC Wealth

Updated today

Client assets under management

$632,138,910

Clients

366

41% high-net worth

Advisors

8

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

46

Low

Average account size

$1,727,155

About

The firm provides advisory services to individuals (including high net worth clients), corporations, and retirement plans, offering financial planning, ongoing portfolio management, and retirement plan consulting. It delivers both discretionary and non-discretionary management and also offers model ETF-based portfolios and standalone financial planning engagements.

IRC’s investment approach emphasizes long-term value and income-oriented strategies, allocating among stocks, ETFs, options and cash equivalents and, on occasion, short-term transactions or fixed income at client request. Portfolio selection is driven by a disciplined process that combines technical screening, fundamental analysis and proprietary research, and the firm documents specific option strategies such as covered call writing and long puts as part of its programs.

What distinguishes the firm from many peers is an affiliation with a separately registered Commodity Trading Advisor (CTA) through which commodity transactions are offered and billed separately, with commodity accounts maintained at third‑party custodians. The brochure also highlights the firm’s use of option-writing and limited short-term trades and discloses the additional risks those strategies entail, aligning with the firm’s uncommon practice among peers of offering strategies that can involve borrowing or leverage in separately managed accounts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management

Fee options

Fixed

$250 to $500 per session for stand-alone financial planning (fees are waived if client engages ongoing portfolio management with at least $250,000 managed by IRC)

Percentage

$0 - $499,999: 1.30% annually $500,000 - $4,999,999: 1.10% annually $5,000,000 - $9,999,999: 1.00% annually $10,000,000 - $19,999,999: 0.90% annually $20,000,000+: 0.80% annually

Other

Account minimum: $500,000 (negotiable and can be waived; no minimum for other management styles)

Main office location

IRC Wealth

3050 Peachtree Road Nw, Suite 220

Atlanta GA 30305, United States

Number of offices

1

Most active in

California · Florida · Georgia · Massachusetts · New Jersey · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tiffany H

Series 65

Atlanta, GA

IRC Wealth

Tiffany Hedemark is a financial advisor at IRC Wealth in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. She has been with Investors Research Corporation since 2015. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios that primarily include stocks, ETFs, and cash equivalents. The firm employs a disciplined investment process involving weekly technical screening, fundamental analysis, and proprietary criteria to manage client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Carol C

ChFC®, Series 63

Jersey City, NJ

IRC Wealth

Carol Cho is a financial advisor at IRC Wealth with 10 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining IRC Wealth in 2022, she worked at NYLIFE Securities LLC and New York Life from 2015 to 2022. IRC Wealth provides financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that combines technical and fundamental analysis with proprietary screening criteria.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Jerry J

CFP®, ChFC®, Series 63

Atlanta, GA

IRC Wealth

Jerry Jones is a CFP® and ChFC® with seven years of industry experience. He currently works at IRC Wealth, a team-based firm in Atlanta, GA, and has previously been employed at firms including Northwestern Mutual Investment Services LLC and Bleakley Financial Group. Outside of his advisory role, he creates YouTube content reviewing hip hop music. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios primarily invested in stocks, ETFs, and cash equivalents. The firm employs a disciplined investment process that combines technical screening, fundamental analysis, and proprietary criteria to manage client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Amy G

Series 65

Atlanta, GA

IRC Wealth

Amy Getz is a Series 65-licensed financial advisor at IRC Wealth in Atlanta, GA, with six years of industry experience. She has been with IRC Wealth since 2019 and previously spent 14 years as a homemaker. IRC Wealth provides financial planning and discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios primarily composed of stocks, ETFs, and cash equivalents, using a disciplined investment process that includes weekly technical screening and fundamental analysis.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Zi Jia F

Series 65

Boston, MA

IRC Wealth

Zi Jia Fu is a financial advisor at IRC Wealth in Boston, MA, holding a Series 65 designation with three years of industry experience. Prior to joining IRC Wealth in 2021, Zi Jia worked at Hooli Home Boston, Brandeis University, HangZhou SiRui GuanTong Asset Management, and JIC Investment Company. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, offering personalized financial profiles, ETF- and value/income-based model portfolios, and retirement-plan consulting. The firm focuses on long-term, retirement-oriented portfolios with a disciplined investment process that includes technical and fundamental analysis and proprietary screening criteria.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Meghan H

Series 65

Atlanta, GA

IRC Wealth

Meghan Henderson is a financial advisor at IRC Wealth with five years of industry experience. She holds a Series 65 designation and has worked at IRC Wealth in two separate periods totaling seven years. Prior to her financial advisory career, she was employed at Midwest Medical Enterprises from 2013 to 2017. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios primarily composed of stocks, ETFs, and cash equivalents. The firm employs a disciplined investment process that includes technical screening, fundamental analysis, and proprietary criteria to manage client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

David R

Series 65

Atlanta, GA

IRC Wealth

David Ragland is a Series 65-licensed financial advisor with 10 years of industry experience. He has been with IRC Wealth, LLC since 2014 and is also affiliated with Investors Research Corporation, where he has worked since 1985. At IRC Wealth, he serves as CEO, providing financial planning and outsourced CFO services. IRC Wealth offers financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that includes technical screening, fundamental analysis, and proprietary criteria.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Aamina S

CFP®, Series 66

Atlanta, GA

IRC Wealth

Aamina Siddiqui is a CFP® with eight years of industry experience, currently serving as an advisor at IRC Wealth. Her prior roles include positions at 1776 Wealth, Fidelity Investments, Charles Schwab Bank, Morgan Stanley, and Merrill Lynch. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios primarily composed of stocks, ETFs, and cash equivalents. The firm employs a disciplined, multi-layered investment process that includes weekly technical screening and proprietary criteria to manage client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
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