I
$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Lincoln Financial ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-30-2018
- Office Locations
- 1
Office Locations
613 E. Chapman AVE Fullerton CA
About Irontree Wealth Management, Inc.
Irontree Wealth Management, Inc. is a Irvine-based RIA. The firm has been operating for 8 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with Lincoln Financial and Vanguard.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$225.0K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JONATHAN DAVID BERMAN
Chief Compliance Officer, Chief Investment Officer, Founder, President
- CRD
- #4646281
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,050,000 | -- |
| Non-Discretionary | $75,000 | -- |
| Total | $1,125,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing