Ironwood Wealth Management, Inc.
Firm details
- Headquarters
- Hurricane, West Virginia
- CRD number
- 128699
- Registered since
- January 2, 2004
- Website
- ironwood-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.04%
- Individuals36.58%
- Pension & Profit Sharing Plans1.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ironwood Wealth Management, Inc. is an independent, privately owned registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses. The firm is SEC-registered (initial registration in 2004) and bills clients using a mix of AUM-based fees, hourly charges and fixed fees. Advisory services listed in regulatory filings include comprehensive financial planning plus portfolio management for individual/small business clients and for business or institutional accounts. Ironwood was named among "Top RIA Firms to Watch" by investor.com in 2020.
Assets & Accounts
Public Holdings
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 Funds98%
- Cash & Cash Equivalents2%
Contacts
3 of 3
John Williams
Founder & PresidentCRD 2679439
Tyler Williams
Portfolio AdministratorCRD 7839019
Megan Watterson
Client Service AssociateCRD 7839077
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$300M in ETFs
80%
$239M
16%
$61M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SENIOR LOAN ETF (BKLN) | Invesco | Passive | Bank Loan | $26M | 1,267,369 | 8.65% |
Location
Hurricane, WV
Putnam
Location
Hurricane, WV
Headquartered in Hurricane, WV, anchoring the Charleston-Huntington-Ashland, WV-OH-KY metro in the South.
- Metro area
- Charleston-Huntington-Ashland, WV-OH-KY
- Region
- South
- County
- Putnam
- Address
- 18 Chase Dr
- Time zone
- ET (UTC-5)
- Office locations
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