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Iron Horse Wealth Management, LLC

CRD 165164SEC# 801-108682Johnston, IA
Export (members)
No longer SEC-registered. Iron Horse Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$532.8M
Employees
7
Accounts
1,431
Location
Johnston, IA

Iron Horse Wealth Management, LLC assets under management

Iron Horse Wealth Management, LLC is an SEC-registered investment adviser based in Johnston, IA. It reports $532.8 million in regulatory assets under management and employs 7 people.

Iron Horse Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Dennis Lee Markway ControlManaging Member, Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Iron Horse Wealth Management, LLC manage?

Iron Horse Wealth Management, LLC reports $532.8 million in regulatory assets under management on its Form ADV.

How many employees does Iron Horse Wealth Management, LLC have?

Iron Horse Wealth Management, LLC reports 7 employees.

Where is Iron Horse Wealth Management, LLC located?

Iron Horse Wealth Management, LLC is based in Johnston, IA.

Does Iron Horse Wealth Management, LLC disclose fund performance?

Iron Horse Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8711 Windsor Parkway, Suite 4, Johnston, IA 50131
Office hours5-Aug
Discloses disciplinary historyNo

Assets under management

Discretionary$357.6M
Non-discretionary$175.2M
Total (RAUM)$532.8M