Iron Path Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$58,003,231
Clients
95
47% high-net-worth
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
95
Very HighAverage account size
$610,560
About
Iron Path Wealth Management serves individuals, high-net-worth individuals, and corporations, providing discretionary portfolio management, assistance selecting and monitoring third‑party managers, project-based financial planning, and ongoing comprehensive planning. The firm reports roughly $58 million in assets under management across about 95 client relationships and offers both asset‑based investment management and fixed‑fee planning engagements.
The firm’s investment process draws on Modern Portfolio Theory alongside fundamental and cyclical analysis to build client‑specific investment policy statements and asset allocation targets, with most accounts managed on a discretionary basis. For some clients, strategies are implemented through outside managers (including Betterment) and are overseen through periodic client reviews and written or electronic reports provided on a quarterly basis.
What is noteworthy relative to many independent peers is the firm’s subscription‑style ongoing planning arrangement: clients may pay an upfront planning charge followed by a fixed quarterly fee for ongoing comprehensive planning, rather than relying solely on percentage‑of‑AUM billing or one‑off engagements. The brochure also documents routine annual communications (a Summary of Material Changes) and a mix of services—business planning and employee‑benefits optimization alongside investment management—that the firm combines for individual and business clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-Based Financial Planning fees range from $3,500 to $50,000, negotiated case-by-case.
$0 - $1,000,000: 0.95% $1,000,000+: Negotiable
Ongoing Financial Planning annual fees start at $1,000 billed quarterly; upfront plan fees start at $2,500; Ongoing Comprehensive Financial Planning upfront fee starts at $3,500 with annual fees starting at $1,000 billed quarterly.
Main office location
Iron Path Wealth Management, Inc.
Newtown CT, United States
Number of offices
1
Most active in
Iron Path Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Connecticut · New York
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.
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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.
-
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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