# Iron Branch Wealth LLC

> 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.

- CRD: 338597
- Filed as: IRON BRANCH WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ann Arbor, MI
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338597
- AdvisorCensus page: https://advisorcensus.com/firm/iron-branch-wealth-llc-ann-arbor-mi-338597

## Quick answers

**How is Iron Branch Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Iron Branch Wealth LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Iron Branch Wealth LLC located?**
Iron Branch Wealth LLC's principal office is in Ann Arbor, MI, according to its Form ADV.

**Is Iron Branch Wealth LLC registered with the SEC or a state?**
Iron Branch Wealth LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338597.

**How much does Iron Branch Wealth LLC manage?**
Iron Branch Wealth LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 31, 2026.

**Does Iron Branch Wealth LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ironbranchwealth.com
- LinkedIn @iron-branch-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iron Branch Wealth LLC (CRD 338597): Form ADV filing data as of October 2026.