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Addison G. Fluent

Iron Gate Wealth Advisors, LLC

Poland, OH

CRD 4381264

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Employer firm

Iron Gate Wealth Advisors, LLC CRD 156453

$160M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Iron Gate Wealth Advisors, Llc

8560 South Avenue, Suite 2, Poland, OH 44514 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-01-10
  • OH RA
    APPROVED
    Since 2017-01-10

Branch Locations

8560 South Avenue, Suite 2, Poland, OH 44514 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Premier Wealth Management, Llc Lithia FL 11/2004 Present
Iron Gate Wealth Advisors, Llc Poland OH 10/2011 Present
Previous Registrations
  • 2017-01-10 → 2026-03-26
    Premier Wealth Management, Llc
    Poland, OH
  • 2005-11-14 → 2016-12-31
    Premier Wealth Management, Llc
    Poland, OH
    Poland, OH
  • 2011-11-08 → 2016-12-31
    Iron Gate Wealth Advisors, Llc
    Poland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-06-29
  • S66 Uniform Combined State Law Examination
    2001-06-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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TRUST ADVISORY GROUP LTD · BIRMINGHAM, AL

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