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| Happy Holidays!! thanks for using AUM13F!! |
| Iron Horse Wealth Management LLC
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|---|---|
| CRD # | 165164 |
| SEC # | 801-108682 |
| CIK # | 0001836270 |
| AUM | $532.8 M (2025-06-18) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 515-779-6250 |
| Address | 8711 Windsor Parkway Johnston, IA 50131 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.2 | ||
| Lennox International Inc | 0.9 | ||
| Wells Fargo & Co/MN | 0.7 | ||
| Microsoft Corp | 0.5 | ||
| Corteva Inc | 0.5 | ||
| Johnson & Johnson | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,324 | 325.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 82 | 175.2 |
| (h) Charitable organizations | 17 | 25.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 6.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,431 | 532.8 |
| By Discretionary | ||
| Discretionary | 1,349 | 357.6 |
| Non-Discretionary | 82 | 175.2 |
| Total | 1,431 | 532.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 532.8 | |
| Total | 1,431 | 532.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001836270] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clean Yield Group Inc
✚
|
VT | 0.5 |
|
5C Capital Management LLC
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|
NJ | 0.5 |
|
Precedent Wealth Partners LLC
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TX | 0.5 |
|
BCU Wealth Advisors LLC
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|
IL | 0.5 |
|
Northwest Quadrant LLC
✚
|
OR | 0.5 |
|
Nicollet Investment Management Inc
✚
|
MN | 0.5 |
|
Hudson Value Partners LLC
✚
|
FL | 0.5 |
|
Trunorth Capital Management LLC
✚
|
MI | 0.5 |
|
Wise Planning Inc
✚
|
0.5 | |
|
Global Wealth Management Investment Advisory Inc
✚
|
FL | 0.5 |