IRONFJORD WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$1.6M
Discretionary
$1.6M
100% of AUM
Avg account
$76.8K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
LAKEWOOD, Colorado
CRD number
333955
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals85.38%
  • HNWI14.62%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ironfjord Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, delivering financial planning and portfolio management for individuals and small businesses, along with pension-related consulting and educational seminars/workshops. Its fee schedule combines a percentage-of-assets model with fixed fees. Filings indicate the firm does not position itself as a capital allocator and it does not report active ESG investing or multi-state adviser status. The firm lists an industry affiliation with accountants, suggesting coordination with tax or accounting professionals as part of client service.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 3%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • James Mayo

    Founder and Chief Compliance Officer (CCO)CRD 8007683

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LAKEWOOD, CO

JEFFERSON

Location

LAKEWOOD, CO

Headquartered in LAKEWOOD, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
JEFFERSON
Address
13701 W Jewell Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth