Iron Branch Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Iron Branch Wealth LLC is a newly formed, fee‑only registered investment adviser that offers discretionary investment management and ongoing financial planning to individuals, including high‑net‑worth clients. As of the brochure date the firm operates with a single advisor and reported no assets under management.
The firm’s investment process blends modern portfolio theory and technical analysis and employs both passive and active vehicles—including mutual funds, ETFs, and individual securities—to build diversified, tailored portfolios; discretionary trading is used subject to any written client restrictions. IBW also provides related planning services such as tax‑planning analysis delivered through Holistiplan (or similar software), business planning, employee‑benefits optimization, estate review, and ongoing plan monitoring.
Distinctive features include its very small scale and recent formation, which set it apart from many peers that primarily manage pooled or institutional assets, and the disclosed outside affiliation of the firm’s principal with a broker‑dealer administrative role that the firm states will be terminated in early 2026. The firm further discloses reliance on an institutional custodian platform that can provide non‑transactional platform services and the ability to deduct advisory fees directly from client accounts; it does not offer performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Tax strategies for small businesses
Roth conversion strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Demographic focus
HENRY (High Earners, Not Rich Yet)
Mid-Career Professionals
Fee options
$0 - $399,999: N/A (minimum fee applies, effective rate may be higher) $400,000 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001 - $6,000,000: 0.80% $6,000,001 - $8,000,000: 0.70% $8,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $400,000 minimum for standard advisory fees; $4,000 minimum annual fee applies regardless of asset size Minimum fee: $4,000 minimum annual fee Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office location
Iron Branch Wealth LLC
Alexandria VA, United States
Number of offices
1
Most active in
Iron Branch Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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