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IRONWOOD WEALTH MANAGEMENT, LLC
CRD 200511File 801-96281
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$607.7M
Above cohort median (national)
Discretionary AUM
$603.2M
Non-discretionary $4.4M
Clients
459
1,885 accounts
Employees
14
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 15, 2015
- Principal office
- SAN TAN CORPORATE CENTER, 3100 W. RAY RD. SUITE 301, CHANDLER, AZ, 85226
- Phone
- 480-776-5960
- Website
- HTTP://WWW.IRONWOODWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $607.7M
- Discretionary AUM
- $603.2M
- Non-discretionary AUM
- $4.4M
- Discretionary accounts
- 1,883
- Non-discretionary accounts
- 2
- Total accounts
- 1,885
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 155 | $246.6M |
| Pension and profit sharing plans | Fewer than 5 | $1.6M |
| Individuals (other than high net worth individuals) | 304 | $359.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 14 | decreased by3 |
| Apr 1, 2026 | Clients | 523 | 459 | decreased by64 |
| Apr 1, 2026 | AUM | $662,230,787 | $607,666,705 | decreased by$54,564,082 |
| Apr 1, 2026 | Accounts | 2,263 | 1,885 | decreased by378 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 17 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 497 | 523 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $541,180,852 | $662,230,787 | increased by$121,049,935 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,084 | 2,263 | increased by179 |
| Apr 1, 2022 | Employees | 14 | 21 | increased by7 |
| Apr 1, 2022 | Clients | 444 | 497 | increased by53 |
| Apr 1, 2022 | AUM | $400,547,142 | $541,180,852 | increased by$140,633,710 |
| Apr 1, 2022 | Accounts | 2,072 | 2,084 | increased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IRONWOOD WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IRONWOOD WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.