Iron Path Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$58,003,231
Total clients
95
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
95
Average account size
$610,560
About
Iron Path Wealth Management provides tailored investment management and financial planning to individuals, high‑net‑worth clients, and business owners, combining portfolio management with project‑based and ongoing planning engagements. The firm offers discretionary portfolio management and can implement strategies directly or through third‑party managers on advisory platforms.
The firm’s investment process emphasizes client‑specific investment policy statements, using fundamental and cyclical analysis together with modern portfolio theory to set asset allocation and risk management. Accounts are reviewed at least quarterly, clients may impose reasonable investment restrictions, and the adviser coordinates implementation and reporting through custodians and platform providers.
What is distinctive about the firm relative to many peers is its combination of asset‑based advisory services with a subscription‑style ongoing planning option billed on a recurring (quarterly) basis, and its routine delivery of written or electronic financial plans and quarterly written reports to clients. It also integrates third‑party manager relationships and platform services into client portfolios and notes that the firm principal holds CFP and CFA credentials.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $3,500 to $50,000, negotiable; initial ongoing financial planning upfront fee starting at $2,500
$0 - $1,000,000: 0.95% $1,000,000+: Negotiable
Not specifically stated in brochure; SEC Part 1 mentions hourly charges
Most active in
Connecticut · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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