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Ironridge Wealth Management LLC
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CRD # | 166855 |
SEC # | 801-79354 |
CIK # | |
AUM | $100.3 MM (2023-01-27) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 770-635-1925 |
Address | 100 Galleria Parkway Atlanta, GA 30339 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 93 | 30.2 |
(b) Individuals (high net worth individuals) | 33 | 70.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 293 | 100.3 |
By Discretionary | ||
Discretionary | 293 | 100.3 |
Non-Discretionary | 0 | 0.0 |
Total | 293 | 100.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 100.3 | |
Total | 293 | 100.3 |
Comparable Firms | State | AUM ($BB) |
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Innova Advisors LLC
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|
FL | 0.1 |
Asset Planning Corporation
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|
FL | 0.1 |
Baker & Yoest Investment Advisers Inc
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IL | 0.1 |
Ridge Capital Management LLC
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GA | 0.1 |
Intercarolina Financial Services Inc
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NC | 0.1 |
Feltl Advisors LLC
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|
MN | 0.1 |
Kay Quinn Financial LLC
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|
TN | 0.1 |
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |
Claremont Financial Group Inc
✚
|
CA | 0.1 |
OFG Financial Services Inc
✚
|
KS | 0.1 |