Iron Branch Wealth LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Ann Arbor, Michigan
CRD number
338597
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Iron Branch Wealth LLC is a limited liability company that provides financial planning and discretionary portfolio management aimed at individuals and small-business clients. Ownership is listed as individual, and the firm charges fees as a percentage of assets under management. FINTRX marks the adviser as not active on ESG integration, not a multi-state adviser, not a pension consultant, and not a capital allocator or related adviser. The firm’s SEC registration year is not reported in the dataset.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ryan Branch

    Ryan Branch

    Founder and CEOCRD 7761732

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ann Arbor, MI

Washtenaw

Location

Ann Arbor, MI

Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Washtenaw
Address
455 E Eisenhower Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth