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⚲
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| Ironwood Wealth Management Inc
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|
|
|---|---|
| CRD # | 128699 |
| SEC # | 801-62555 |
| CIK # | 0001630360, 0001692820, 0001844821 |
| AUM | $233.1 M (2026-03-03) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 304-760-6000 |
| Address | 18 Chase Drive Hurricane, WV 25526 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 43.0 | ||
| Amazon Com Inc | 7.7 | ||
| Alphabet Inc | 7.1 | ||
| Alphabet Inc | 6.6 | ||
| Lilly Eli & Co | 6.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 85.3 |
| (b) Individuals (high net worth individuals) | 79 | 144.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 676 | 233.1 |
| By Discretionary | ||
| Discretionary | 676 | 233.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 676 | 233.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.1 | |
| Total | 676 | 233.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001630360] | |
| 13F-HR | [0001692820] | |
| 13F-HR | [0001844821] |
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|---|---|---|
|
Fountain Square Asset Management LLC
✚
|
OH | 0.2 |
|
The Aranda Group Advisors LLC
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|
PA | 0.2 |
|
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NJ | 0.2 |
|
MPI Wealth Management LLC
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Brentview Investment Management LLC
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|
Catalyst Financial NW Corporation
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Aspirean Wealth LLC
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Sundvold Capital Management LLC
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|
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OH | 0.2 |
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Foundry Financial LLC
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|
CA | 0.2 |