IRONWOOD WEALTH MANAGEMENT, INC.

18 Chase Drive
Chase Park
Hurricane, West Virginia 25526
Tel: 304-760-6000

About IRONWOOD WEALTH MANAGEMENT, INC.

IRONWOOD WEALTH MANAGEMENT, INC, formally registered with the SEC as IRONWOOD WEALTH MANAGEMENT, INC. The firm was established in 01/02/2004. They have over 1 offices throughout the country.

IRONWOOD WEALTH MANAGEMENT, INC. is a Hurricane, West Virginia based Financial Planning firm with nearly $212,837,072 assets under management, offering retirement planning & investment advisory services to 696 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128699
SEC#	801-62555
Assets Managed by Firm	$212,837,072
No. of Clients	696
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	696	$212,837,072
Individuals (other than high net worth individuals)	206	$86,058,553
High net worth individuals	72	$123,280,615
Pension and profit sharing plans	Fewer than 5 clients	$3,497,904

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