RIA Intel›Advisers›Ohio›IRON GATE WEALTH ADVISORS, LLC

IRON GATE WEALTH ADVISORS, LLC

Advisory

POLAND, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OH

#501

of 748 advisers by AUM

Average account

$672K

across 238 accounts

AUM per adviser

$80M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$160M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$160M

Discretionary AUM$160M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients238

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

238 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY

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ASCEND ADVISORY GROUP LLC

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