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IRON POINT PARTNERS, LLC

WASHINGTON, DC · CRD 157078 · IAPD ↗ · ironpointpartners.com · 202-452-8400

$1.41BRegulatory AUM
10Advisory reps
14Employees
0Clients
n/aPlanning clients
11Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — IRON POINT PARTNERS, LLC shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
62
April 2025 — IRON POINT PARTNERS, LLC grew from 6 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — IRON POINT PARTNERS, LLC shrank from 15 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.