IRON PATH WEALTH MANAGEMENT, INC.

IRON PATH WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 309149). Regulatory assets under management: $58.0M.

Registration

• CRD: 309149
• Type: Registered investment adviser
• Phone: 203-321-3444
• Latest filing: 2026-03-30
• Regulatory AUM: $58.0M
• Discretionary AUM: $58.0M
• Clients: 1
• Accounts: 214

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309149 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search