Ironwood Wealth Management

Is this your firm? Access your Trusted badge


Last updated: February 23rd, 2020. Data source: SEC filings.

Views: 14. Downloads: 0. info_outline

Ironwood Wealth Management, federally registered in 2004, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 2 advisors. Ironwood Wealth Management manages $163.0 million and provides investment advisory services for 248 clients (1:124 advisor/client ratio). This firm does not have a disciplinary history.



View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 23
Percentage of Advisors Trusted Less than 1%
Minimum Investment $100,000
Average Client Balance $657,267
Total AUM $163.0 million
Advisor / Client Ratio 1:124
Headquarters Hurricane, WV
SEC Filings View SEC IAPD CRD #128699
State(s) Registered SC, WV

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.