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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Fusion primeEagle element +more
- Established Date
- 09-09-2020
- Office Locations
- 1
Office Locations
About Iron Path Wealth Management, Inc.
Iron Path Wealth Management is a fee-only, fiduciary RIA providing financial planning and wealth management for high-income professionals, families, and pre-retirees, with a focus on retirement planning, tax-efficient income strategies, and legacy planning. Founded by Dan Granucci (15+ years in wealth management) and aligned with NAPFA/XY Planning Network, the firm builds diversified portfolios primarily using public funds and ETFs, including on Schwab.
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Investment Themes
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Owner & Executives
Daniel L Granucci
Chief Compliance Officer, Owner, President
- CRD
- #4968727
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,003,231 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,003,231 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,003,231
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $844,558,836 | 33.3% |
| Equity - Exchange | $479,344,204 | 18.9% |
| Cash | $527,532,246 | 20.8% |
| Municipal Bonds | $684,777,436 | 27.0% |
| Total | $2,536,212,722 | 100.0% |