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⚲
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| Ironwood Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 128699 |
| SEC # | 801-62555 |
| CIK # | 0001630360, 0001692820, 0001844821 |
| AUM | $189.7 MM (2023-03-20) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 304-760-6000 |
| Address | 18 Chase Drive Hurricane, WV 25526 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 39.1 | |
| MSFT | 1,918,222.4 | 3.8 | |
| AMZN | 1,092,997.8 | 3.7 | |
| GOOGL | 1,475,138.5 | 2.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 92.4 |
| (b) Individuals (high net worth individuals) | 51 | 81.7 |
| (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 | 12.4 |
| (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 | 716 | 189.7 |
| By Discretionary | ||
| Discretionary | 716 | 189.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 716 | 189.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.7 | |
| Total | 716 | 189.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001630360] | |
| 13F-HR | [0001692820] | |
| 13F-HR | [0001844821] |
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|---|---|---|
|
IFS Advisors Inc
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|
FL | 0.2 |
|
Pan Global Advisers LLC
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CA | 0.2 |
|
Westbourne Investments Inc
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VA | 0.2 |
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Breen Wealth Management LLC
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DRH Investments Inc
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UCAP Asset Management LLC
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APS Wealth Management LLC
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NY | 0.2 |
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Transition Financial Advisors Group Inc
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AZ | 0.2 |
|
Delta Capital Management LLC
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NJ | 0.2 |
|
Verity Wealth Advisors LLC
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CA | 0.2 |