IRON HORSE WEALTH MANAGEMENT, LLC
CRD #165164 SEC #801-108682 JOHNSTON, IA 515-779-6250
SEC Registered
Total AUM
$532.8M
Discretionary
$357.6M
Employees
7
Clients
101
Accounts
1,431
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $532.8M | $357.6M | $175.2M | 7 | 0 |
| Mar 2025 | $532.8M | $357.6M | $175.2M | 7 | 0 |
| Mar 2024 | $426.3M | $279.8M | $146.5M | 6 | 0 |
| Sep 2023 | $336.8M | $227.6M | $109.2M | 6 | 0 |
| Feb 2023 | $336.8M | $227.6M | $109.2M | 6 | 0 |
| Oct 2022 | $296.6M | $296.6M | $0 | 6 | 0 |
| Jun 2022 | $296.6M | $296.6M | $0 | 6 | 0 |
| May 2022 | $296.6M | $296.6M | $0 | 6 | 0 |
| Jan 2022 | $296.6M | $296.6M | $0 | 6 | 0 |
| Jul 2021 | $210.1M | $210.1M | $0 | 5 | 0 |
| Mar 2021 | $210.1M | $210.1M | $0 | 5 | 0 |
| Jun 2020 | $183.2M | $183.2M | $0 | 6 | 0 |
| Mar 2020 | $183.2M | $183.2M | $0 | 6 | 0 |
| Nov 2019 | $132.2M | $132.2M | $0 | 5 | 0 |
| May 2019 | $132.2M | $132.2M | $0 | 5 | 0 |
| Mar 2019 | $132.2M | $132.2M | $0 | 5 | 0 |
| May 2018 | $176.7M | $176.7M | $0 | 5 | 0 |
| Mar 2018 | $176.7M | $176.7M | $0 | 5 | 0 |
| Mar 2017 | $107.9M | $103.3M | $4.6M | 3 | 300 |
| Feb 2017 | $107.9M | $103.3M | $4.6M | 3 | 300 |
| Nov 2016 | $103.7M | $97.9M | $5.8M | 3 | 300 |
DateJun 2025
Total AUM$532.8M
Discretionary$357.6M
Non-Disc.$175.2M
Employees7
Clients0
DateMar 2025
Total AUM$532.8M
Discretionary$357.6M
Non-Disc.$175.2M
Employees7
Clients0
DateMar 2024
Total AUM$426.3M
Discretionary$279.8M
Non-Disc.$146.5M
Employees6
Clients0
DateSep 2023
Total AUM$336.8M
Discretionary$227.6M
Non-Disc.$109.2M
Employees6
Clients0
DateFeb 2023
Total AUM$336.8M
Discretionary$227.6M
Non-Disc.$109.2M
Employees6
Clients0
DateOct 2022
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$210.1M
Discretionary$210.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$210.1M
Discretionary$210.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$107.9M
Discretionary$103.3M
Non-Disc.$4.6M
Employees3
Clients300
DateFeb 2017
Total AUM$107.9M
Discretionary$103.3M
Non-Disc.$4.6M
Employees3
Clients300
DateNov 2016
Total AUM$103.7M
Discretionary$97.9M
Non-Disc.$5.8M
Employees3
Clients300