Overview
Assets Under Management: $213 million
Headquarters: HURRICANE, WV
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
IRONWOOD WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128699), IRONWOOD WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
IRONWOOD WEALTH MANAGEMENT, INC. is headquartered in HURRICANE, WV.
IRONWOOD WEALTH MANAGEMENT, INC. serves 72 high-net-worth clients according to their SEC filing dated February 02, 2025. View client details ↓
According to their SEC Form ADV, IRONWOOD WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
IRONWOOD WEALTH MANAGEMENT, INC. manages $213 million in client assets according to their SEC filing dated February 02, 2025.
According to their SEC Form ADV, IRONWOOD WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 696
Discretionary Accounts: 696
Regulatory Filings
CRD Number: 128699
Last Filing Date: 2025-02-02 00:00:00
Website: https://ironwood-wealth.com