RIA Intel›Advisers›South Dakota›IRON MOUNTAIN FINANCIAL PLANNING, LLC

IRON MOUNTAIN FINANCIAL PLANNING, LLC

Advisory

RAPID CITY, SD

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$172K

across 245 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients69

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSD, WY

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

69 clients

14 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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TREW ADVISORS, LLC

$30M

ROCK CREEK ADVISORS LLC

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BIRCH INVESTMENT MANAGEMENT, L.L.C.

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