Iron Branch Wealth LLC
Firm details
- Headquarters
- Ann Arbor, Michigan
- CRD number
- 338597
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Iron Branch Wealth LLC is a privately held limited liability company operating as an advisory practice that focuses on financial planning and portfolio management for individuals and small businesses. The firm is structured under individual ownership and charges clients on a percentage-of-AUM fee basis. Available records do not indicate multi-state registration or that the adviser pursues ESG-oriented investing. The firm is not described as a capital allocator, pension consultant, or related adviser to another registered entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Ryan Branch
Founder and CEOCRD 7761732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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