Wealth manager, independent · North Salt Lake, UT
Iron Gate Global Advisors
Iron Gate Global Advisors, LLC · SEC-registered investment adviser · CRD 111177 · SEC 801-110310
At a glance
Iron Gate Global Advisors is an SEC-registered investment adviser based in North Salt Lake, Utah, with $1.3B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 1,760 individual clients, 536 of them high-net-worth, holding an average of about $0.6 million each, and 7 employees. That ranks it 842nd among the nation’s 5,657 independent wealth management RIAs and 14th of 85 in Utah. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 888-591-0334igga.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among independent wealth managers
- #842 of 5,657
- Rank among all SEC RIAs
- #4,609 of 17,210
- Rank in Utah
- #14 of 85
- Individual clients
- 1,760
- High-net-worth clients
- 536
- Accounts
- 3,169
- Discretionary
- 83% of AUM
- Employees
- 7
- Advisory staff
- 7
- Offices
- 2
Owners and executives on its Form ADV
- Brian W. HunsakerManaging Member & Chief Compliance Officer
- Brett M. PattisonMember
- Spencer H. NelsonCFO
Custody and brokerage
Broker-dealer
No broker-dealer ties
Iron Gate Global Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 536 | $909M | 69% |
| Pension and profit sharing plans | 32 | $219M | 17% |
| Individuals | 1,224 | $195M | 15% |
Disciplinary disclosures
Iron Gate Global Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗igga.com ↗
AtlasMembers
The full record on Iron Gate Global Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,798 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Utah
All of Utah →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Drive Wealth AdvisersLehi | $1.5B | 1,073 |
| Portside Wealth Group, LLCProvo | $1.4B | 6,257 |
| B.O.S.S. Retirement Advisors, LLCLehi | $1.4B | 4,956 |
| Andina AdvisorsLogan | $1.3B | 632 |
| Three Seasons WealthSalt Lake City | $1.2B | 372 |
| Tanara Wealth Management LLCLehi | $1.1B | 366 |
Background
Questions
How much does Iron Gate Global Advisors manage?
Iron Gate Global Advisors reports $1.3B in regulatory assets under management across 3,169 accounts, 83% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Iron Gate Global Advisors have?
It reports 1,760 individual clients: 536 high-net-worth individuals and 1,224 other individuals. Individuals account for about 83% of its regulatory assets.
Where is Iron Gate Global Advisors headquartered?
Its main office is in North Salt Lake, Utah. It reports 2 offices in total and 7 employees, 7 of whom perform investment advisory functions.
How does Iron Gate Global Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Iron Gate Global Advisors use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($844M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Iron Gate Global Advisors a hybrid RIA with a broker-dealer?
Iron Gate Global Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Iron Gate Global Advisors a fiduciary?
As an SEC-registered investment adviser, Iron Gate Global Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Iron Gate Global Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →