|Iron Gate Wealth Advisors, LLC is a RIA based in Poland, OH with $7M in AUM and with 2 advisors nationwide. Addison G. Fluent is the majority owner of the firm and has been in this role with the firm since 2011.|
|Joshua David Petrusko||Nov 2011|
|Addison G. Fluent||Nov 2011|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Addison G. Fluent||Managing Director & Chief Compliance Officer||01/01/2011|
|Joshua David Petrusko||Managing Directer||10/01/2011|
No firm affiliates listed.
8560 South Avenue, Suite 2
Poland , OH 44514
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees
- Other: SELECTION OF OTHER ADVISORS