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, SEC‑registered RIA formed as an LLC in 2015 that serves individual and family clients. The firm charges fees based on a percentage of AUM and fixed fees and provides financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. The firm does not position itself as a capital allocator; it identifies its primary clientele as individuals and families and is not listed as an active ESG investor. An accounting affiliation is noted among its industry connections.
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%
Contacts
3 of 6
Rydan Case
Senior Wealth AdvisorCRD 4438280
Richard Wagner
Senior Wealth AdvisorCRD 6127326
Alexander Marek
Co-FounderCRD 2890884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$442M in ETFs
87%
$384M
13%
$58.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $80.2M | 830,395 | 18.13% |
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
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