IRONWOOD WEALTH MANAGEMENT, INC.

Overview

Ironwood Wealth Management, Inc. is an independent registered investment adviser that serves individuals and families with a mix of financial planning and discretionary portfolio management. The firm charges clients via percentage of assets under management, hourly fees and fixed fees, and it focuses its advisory work on individual and small-business clients as well as institutions. Its public filings classify it as a non–capital allocator, and it does not present itself as an active ESG investor or a multi-state adviser. Investment activity is concentrated in pooled vehicles—public funds, mutual funds and ETFs—rather than direct private placements. The firm’s 13F reporting and ADV indicate a preference for income-oriented and diversified ETF exposures; the single largest holding is the Invesco Senior Loan ETF, which points to an allocation tilt toward floating-rate credit and short-duration income strategies. Ironwood was recognized in 2020 as one of investor.com’s Top RIA Firms to Watch.

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Public Holdings

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Location & Offices