← Back to searchVisit website
IRON GATE WEALTH ADVISORS, LLC
CRD 156453
8560 SOUTH AVENUE, SUITE 2, POLAND, OH, 44514, United States
Phone
330-953-1396
Fax
330-953-1397
Registration
— (—)
Source
State registered
Total AUM
$160.0M
Discretionary AUM
$160.0M
Team
3 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $120.0M |
| High net worth individuals | 3 | $40.0M |
All web addresses on file
Official SEC filing: View on IAPD