Ironwood Wealth Management, LLC
Firm details
- Headquarters
- Chandler, Arizona
- CRD number
- 200511
- Registered since
- May 15, 2015
- Website
- www.ironwoodwm.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals59.15%
- HNWI40.58%
- Pension & Profit Sharing Plans0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ironwood Wealth Management, LLC is an independent Registered Investment Adviser organized as an LLC and registered with the SEC in 2015. The firm focuses on individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee models combine asset-based percentage fees and fixed-fee engagements. Ironwood reports that it does not operate as a capital allocator and it does not position itself as an ESG investor.
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds46%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$472M in ETFs
84%
$398M
16%
$74.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $79.7M | 822,374 | 16.88% |
Location
Chandler, AZ
Maricopa
Location
Chandler, AZ
Headquartered in Chandler, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- San Tan Corporate Ctr W Ray Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Templeton Financial Services Inc.
RIAChandler, AZ
Numerixs Investment Technologies Inc
RIAChandler, AZ
Stonecrest Wealth Management, Inc
RIAChandler, AZ
Strategic Income Group LLC
RIAChandler, AZ
Wlth Capital Management, LLC
RIAChandler, AZ
Form Prosperity Wealth Advisors, LLC
RIAChandler, AZ