IRONRIDGE WEALTH MANAGEMENT, LLC
  • IRONRIDGE WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 03/31/2024
Registration status Terminated
ADV Location ATLANTA, GA, United States
Contact Info (77 xxxxxxx
Websites
AUM* 100,277,317 -11%
of that, discretionary 100,277,317 -11%
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 342,243 5%
% High Net Worth 26.19% -20%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

140M 120M 100M 80M 60M 40M 20M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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