Ironwood Wealth Management, Inc.
Firm details
- Headquarters
- Hurricane, West Virginia
- CRD number
- 128699
- Registered since
- January 2, 2004
- Website
- ironwood-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.04%
- Individuals36.58%
- Pension & Profit Sharing Plans1.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ironwood Wealth Management, Inc. is an independent, SEC-registered advisory corporation that has operated since 2004. The firm is individually owned and focuses on individuals and family clients. Its advisory services center on comprehensive financial planning and discretionary portfolio management for both individuals/small businesses and for business or institutional accounts. Fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. Ironwood is not positioned as a capital allocator, does not describe itself as an active ESG investor, and does not identify as a pension consultant or a multi-state adviser. Investor.com named the firm a "Top RIA Firms to Watch" in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
3 of 3Tyler Williams
Portfolio AdministratorCRD 7839019
Megan Watterson
Client Service AssociateCRD 7839077
John Williams
Founder & PresidentCRD 2679439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$298M in ETFs
79%
$237M
16%
$61.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SENIOR LOAN ETF (BKLN) | Invesco | Passive | Bank Loan | $25.8M | 1,262,833 | 8.65% |
Location
Hurricane, WV
Putnam
Location
Hurricane, WV
Headquartered in Hurricane, WV, anchoring the Charleston-Huntington-Ashland, WV-OH-KY metro in the South.
- Metro area
- Charleston-Huntington-Ashland, WV-OH-KY
- Region
- South
- County
- Putnam
- Address
- 18 Chase Dr
- Time zone
- ET (UTC-5)
- Office locations
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