Ironclad Wealth Management LLC
Firm details
- Headquarters
- Brookhaven, Georgia
- CRD number
- 344345
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ironclad Wealth Management LLC is a Georgia-based limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm also performs manager selection, acting as a capital allocator rather than exclusively running all strategies in-house. Ownership is held by an individual principal and the advisory classification is listed as unclassified. Fee arrangements are flexible: the firm uses a combination of percentage-of-AUM billing, hourly charges, fixed fees, and other fee structures depending on the engagement. Ironclad does not identify as an active ESG investor and is not structured as a multi-state advisory operation.
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
Location
Brookhaven, GA
Dekalb
Location
Brookhaven, GA
Headquartered in Brookhaven, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Dekalb
- Address
- 1566 N Druid Hills Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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