PPrivate Fund Data Log in Join · $37/mo

Ironwood Wealth Management, Inc.

● SEC registered since 2004CRD 128699SEC# 801-62555Hurricane, WV
Export (members)
Reg. AUM
$212.8M
Employees
4
Accounts
696
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 $212.8 million in regulatory assets under management and employs 4 people.
twitter.com/ironwoodwealthView on SEC.gov ↗

Ironwood Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
John David Williams ControlPresident/Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Ironwood Wealth Management, Inc. manage?

Ironwood Wealth Management, Inc. reports $212.8 million in regulatory assets under management on its Form ADV.

How many employees does Ironwood Wealth Management, Inc. have?

Ironwood Wealth Management, Inc. reports 4 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

Address18 Chase Drive, Chase Park, Hurricane, WV 25526
Phone304-760-6000
Fax304-760-6156
Office hours9:00 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$212.8M
Non-discretionary$0
Total (RAUM)$212.8M