Investment adviser · CRD 165164
IRON HORSE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
JOHNSTON, IA, United States · Form ADV filed Jun 18, 2025
- Regulatory AUM
- $533M Form ADV · Item 5.F
- Client accounts
- 1,431 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,324 | $325,937,958 | 61.2% |
| Retirement plans | 82 | $175,179,291 | 32.9% |
| Charities | 17 | $25,329,350 | 4.8% |
| Insurance companies | Fewer than 5 | $6,374,246 | 1.2% |
Filing source
Form ADV 1998870 · Jun 18, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 18, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
8711 WINDSOR PARKWAY, SUITE 4JOHNSTON, IA, 50131, United States
CRD 165164
Filing source
Form ADV 1998870 · Jun 18, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.