Iron Path Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Newtown CT
Advisors at this office
1
Most active in
Connecticut · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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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