Ironwood Wealth Management, Inc.
● SEC registered since 2004CRD 128699SEC# 801-62555Hurricane, WV
Reg. AUM
$233.1M
Employees
3
Accounts
676
Location
Hurricane, WV
Ironwood Wealth Management, Inc. assets under management
Ironwood Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Hurricane, WV. The firm has been registered since 2004. It reports $233.1 million in regulatory assets under management and employs 3 people.
Ironwood Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John David Williams Control | President/Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Ironwood Wealth Management, Inc. manage?
Ironwood Wealth Management, Inc. reports $233.1 million in regulatory assets under management on its Form ADV.
How many employees does Ironwood Wealth Management, Inc. have?
Ironwood Wealth Management, Inc. reports 3 employees.
Where is Ironwood Wealth Management, Inc. located?
Ironwood Wealth Management, Inc. is based in Hurricane, WV and has been SEC-registered since 2004.
Does Ironwood Wealth Management, Inc. disclose fund performance?
Ironwood Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18 Chase Drive, Chase Park, Hurricane, WV 25526 |
| Phone | 304-760-6000 |
| Fax | 304-760-6156 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$233.1M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$233.1Mregulatory AUM
Discretionary $233.1M