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Ironwood Wealth Management, LLC

● SEC registered since 2015CRD 200511SEC# 801-96281Chandler, AZ
Export (members)
Reg. AUM
$607.7M
Employees
14
Accounts
1,885
Location
Chandler, AZ

Ironwood Wealth Management, LLC assets under management

Ironwood Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Chandler, AZ. The firm has been registered since 2015. It reports $607.7 million in regulatory assets under management and employs 14 people.

Ironwood Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Alexander David Marek ControlManager, Chief Compliance OfficerUnder 5%2006
Ironwood Wealth Management Holdings, LLC ControlMemberOver 75%2020
Rydan Durant Case ControlManagerUnder 5%2006
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Frequently asked questions

How much does Ironwood Wealth Management, LLC manage?

Ironwood Wealth Management, LLC reports $607.7 million in regulatory assets under management on its Form ADV.

How many employees does Ironwood Wealth Management, LLC have?

Ironwood Wealth Management, LLC reports 14 employees.

Where is Ironwood Wealth Management, LLC located?

Ironwood Wealth Management, LLC is based in Chandler, AZ and has been SEC-registered since 2015.

Does Ironwood Wealth Management, LLC disclose fund performance?

Ironwood Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressSan Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226
Phone480-776-5960
Fax480-776-5961
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1692820
Discloses disciplinary historyNo

Regulatory AUM

$607.7M▼ 8%
Mar '25 — $662.2MApr '25 — $662.2MMay '25 — $662.2MJun '25 — $662.2MJul '25 — $662.2MAug '25 — $662.2MSep '25 — $662.2MOct '25 — $662.2MNov '25 — $662.2MDec '25 — $662.2MJan '26 — $662.2MFeb '26 — $662.2MMar '26 — $607.7MApr '26 — $607.7MMay '26 — $607.7MJun '26 — $607.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$607.7Mregulatory AUM
Discretionary $603.2MNon-discretionary $4.4M