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IRONWOOD WEALTH MANAGEMENT, LLC

San Tan Corporate Center
3100 W. Ray Rd. Suite 301
Chandler, Arizona 85226
Tel: 480-776-5960

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About IRONWOOD WEALTH MANAGEMENT, LLC

IRONWOOD WEALTH MANAGEMENT, LLC, formally registered with the SEC as IRONWOOD WEALTH MANAGEMENT, LLC. The firm was established in 05/15/2015. They have over 2 offices throughout the country.

IRONWOOD WEALTH MANAGEMENT, LLC is a Chandler, Arizona based Financial Planning firm with nearly $662,230,787 assets under management, offering retirement planning & investment advisory services to 2263 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#200511
SEC#801-96281
Assets Managed by Firm$662,230,787
No. of Clients2263
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total2263$662,230,787
Individuals (other than high net worth individuals)315$219,958,500
High net worth individuals196$425,530,628
Pension and profit sharing plans12$16,741,659

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