IRONWOOD WEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
$93.1M
Discretionary
$93.1M
100% of AUM
Avg account
$383K
Accounts
243
Employees
1
Advisory reps
1

Firm details

Headquarters
Scottsdale, Arizona
CRD number
155276
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals80.67%
  • HNWI19.33%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Ironwood Wealth Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individuals and families. The firm offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its advisory services, as reported in regulatory filings, center on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 7%, Cash & Cash Equivalents 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • DEREK SINANI

    Chief Investment OfficerCRD 2716300

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
7047 E Greenway Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth