Ironwood Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 171008
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ironwood Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, and it provides financial planning and portfolio management services to individuals and small businesses. Its fee model is flexible: it charges a percentage of assets under management and can also bill on an hourly or fixed-fee basis. The firm does not identify as an ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
- Derivatives5%
Contacts
1 of 1John Stuart
PresidentCRD 4916217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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