IRONWOOD WEALTH MANAGEMENT, LLC

Overview

Ironwood Wealth Management, LLC is an independent registered investment adviser focused on serving individuals and families with discretionary portfolio management and financial planning. The firm combines fee-based asset management (percentage of AUM) with fixed-fee engagements and runs educational seminars and workshops as part of its client service model. Ironwood’s public filings show a clear preference for equity exposure delivered primarily through exchange-traded vehicles, and its advisory offering appears built around portfolio construction for individual and small business clients rather than institutional or pension consulting. The firm does not identify as an active ESG investor and does not list multi-state advisory status. It maintains a relationship profile that includes working with accountants as an industry affiliate, suggesting integrated tax and planning coordination for clients. Ironwood’s investment activity centers on liquid, tradable instruments—chiefly ETFs—used to establish broad market and regional exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices