WROUGHT IRON FINANCIAL LLC

Overview

Wrought Iron Financial LLC is a small, independent registered investment adviser that focuses on serving individual and family clients through discretionary portfolio management and financial planning. The firm runs a fee model that includes a percentage of assets under management, hourly fees and fixed fees, and its advisory activity extends to portfolio management, financial planning, pension consulting and educational workshops. Wrought Iron is not positioned as an ESG investor and does not operate as a multi-state adviser. Investment activity centers on publicly available pooled vehicles rather than heavy direct equity trading. The firm appears to favor professionally managed mutual funds and similar public funds as the primary building blocks for client portfolios. Given the firm’s limited asset base and client count, the approach is likely hands-on and individualized: small account counts allow for tailored planning and discretionary oversight while relying on third-party managers where specialty exposure is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices