CRD: 156453
Iron Gate Wealth Advisors, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2011
- Office Locations
- 1
Office Locations
About Iron Gate Wealth Advisors, LLC
Iron Gate Wealth Advisors is an Ohio-based RIA providing wealth management and financial planning for individuals and families, including estate, tax and insurance planning. The firm emphasizes disciplined, research-driven portfolio design using data from multiple independent research firms, with heavy use of ETFs alongside high-quality fixed income. Custodied primarily at Fidelity/NFS.
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Owner & Executives
ADDISON G. FLUENT III
Chief Compliance Officer, MANAGING DIRECTOR, Wealth Advisor
- CRD
- #4381264
- Ownership
- 50% but less than 75%
JOSHUA DAVID PETRUSKO
Investment Advisor
- CRD
- #5617054
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $160,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $160,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,131,826,206 | 43.8% |
| Cash | $2,735,356,912 | 56.2% |
| Total | $4,867,183,118 | 100.0% |