{
  "crd_number": 338597,
  "slug": "iron-branch-wealth-llc-ann-arbor-mi-338597",
  "primary_business_name": "IRON BRANCH WEALTH LLC",
  "legal_name": "IRON BRANCH WEALTH LLC",
  "dbas": [],
  "city": "Ann Arbor",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "11460",
  "metro": {
    "cbsa_code": "11460",
    "common_name": "Ann Arbor",
    "msa_name": "Ann Arbor, MI",
    "path": "/advisors/mi/ann-arbor"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-01-06",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-31",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI",
    "VA"
  ],
  "websites": [
    "https://ironbranchwealth.com",
    "https://linkedin.com/company/iron-branch-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338597",
  "city_as_filed": "ANN ARBOR",
  "url": "https://advisorcensus.com/firm/iron-branch-wealth-llc-ann-arbor-mi-338597",
  "display_name": "Iron Branch Wealth LLC",
  "summary": "Iron Branch Wealth LLC is a state-registered investment advisory firm in Ann Arbor, MI, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.",
  "citation": "AdvisorCensus. Iron Branch Wealth LLC (CRD 338597): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Iron Branch Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Iron Branch Wealth LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Iron Branch Wealth LLC located?",
      "a": "Iron Branch Wealth LLC's principal office is in Ann Arbor, MI, according to its Form ADV."
    },
    {
      "q": "Is Iron Branch Wealth LLC registered with the SEC or a state?",
      "a": "Iron Branch Wealth LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338597."
    },
    {
      "q": "How much does Iron Branch Wealth LLC manage?",
      "a": "Iron Branch Wealth LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 31, 2026."
    },
    {
      "q": "Does Iron Branch Wealth LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338597"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/iron-branch-wealth-llc-ann-arbor-mi-338597.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338597",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}