Data / Investment advisers / Utah / Iron Gate Global Advisors
Iron Gate Global Advisors, North Salt Lake, UT: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Iron Gate Global Advisors is an SEC registered investment adviser with its main office in North Salt Lake, Utah and reports $1.3 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 111177
- SEC file number
- 801-110310
- SEC status
- Approved, effective April 19, 2017
- Legal name
- Iron Gate Global Advisors, LLC
- Main office
- 960 North 400 East, North Salt Lake, UT 84054
- Phone
- (888) 591-0334
- Regulatory AUM
- $1,323,170,082 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $1,103,888,456
- Non discretionary AUM
- $219,281,626
- Accounts
- 3,169
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 536 | $908.8 million |
| Pension and profit sharing plans | 32 | $219.3 million |
| Individuals (other than high net worth individuals) | 1,224 | $195.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.32 billion | March 31, 2026 |
| December 1, 2025 | $1.06 billion | May 1, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alta Capital Management LLC | Salt Lake City | $1.60 billion | Not listed | adviserinfo.sec.gov |
| Drive Wealth Advisers | Lehi | $1.50 billion | Not listed | adviserinfo.sec.gov |
| Portside Wealth Group, LLC | Provo | $1.43 billion | Not listed | adviserinfo.sec.gov |
| B.O.S.S. Retirement Advisors, LLC | Lehi | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Cross Creek Advisors, LLC | Salt Lake City | $1.35 billion | 16 | adviserinfo.sec.gov |
| Truenorth Wealth | Salt Lake City | $1.27 billion | Not listed | adviserinfo.sec.gov |
| Andina Advisors | Logan | $1.26 billion | Not listed | adviserinfo.sec.gov |
| Three Seasons Wealth | Salt Lake City | $1.23 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Iron Gate Global Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.