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 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
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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