IRONFJORD WEALTH MANAGEMENT
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1James Mayo
Founder and Chief Compliance Officer (CCO)CRD 8007683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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