Wealth Manager
    SEC Registered
    Manages Private Funds

    Ironwood Wealth Management, Inc.

    Registered investment advisor · Hurricane, West Virginia · CRD #128699

    Assets Under Management
    $233M
    Client Accounts
    676
    Employees
    3
    CRD Number
    128699
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ironwood Wealth Management, Inc.

    Ironwood Wealth Management, Inc. is a SEC-registered investment advisory firm headquartered in Hurricane, West Virginia, managing approximately $233M in regulatory assets across 676 client accounts. The firm's full regulatory record is filed with the SEC under CRD #128699.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Ironwood Wealth Management, Inc.'s AUM?

    Ironwood Wealth Management, Inc. reports approximately $233M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ironwood Wealth Management, Inc. headquartered?

    Ironwood Wealth Management, Inc. is headquartered in Hurricane, West Virginia.

    What is Ironwood Wealth Management, Inc.'s CRD number?

    Ironwood Wealth Management, Inc.'s CRD number is 128699. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ironwood Wealth Management, Inc. manage?

    Ironwood Wealth Management, Inc. manages approximately 676 client accounts according to its latest SEC filing.

    Is Ironwood Wealth Management, Inc. SEC registered?

    Yes, Ironwood Wealth Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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