IRON GATE WEALTH ADVISORS, LLC

IRON GATE WEALTH ADVISORS, LLC of POLAND, OH is an SEC-registered investment adviser (CRD 156453). Regulatory assets under management: $160.0M.

Registration

• CRD: 156453
• Type: Registered investment adviser
• Location: 8560 SOUTH AVENUE, SUITE 2, POLAND, OH, 44514
• Phone: 330-953-1396
• Latest filing: 2026-03-31
• Regulatory AUM: $160.0M
• Discretionary AUM: $160.0M
• Clients: 3
• Accounts: 238

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156453 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search