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| Happy Holidays!! thanks for using AUM13F!! |
| Ironwood Wealth Management LLC
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| CRD # | 200511 |
| SEC # | 801-96281 |
| CIK # | 0001692820, 0001630360, 0001844821 |
| AUM | $662.2 M (2025-07-22) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Phone | 480-776-5960 |
| Address | San Tan Corporate Center Chandler, AZ 85226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 38.2 | ||
| Amazon Com Inc | 6.0 | ||
| Microsoft Corp | 4.7 | ||
| Lilly Eli & Co | 4.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 220.0 |
| (b) Individuals (high net worth individuals) | 196 | 425.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 16.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,263 | 662.2 |
| By Discretionary | ||
| Discretionary | 2,260 | 656.4 |
| Non-Discretionary | 3 | 5.8 |
| Total | 2,263 | 662.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 662.2 | |
| Total | 2,263 | 662.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001630360] | |
| 13F-HR | [0001692820] | |
| 13F-HR | [0001844821] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JP King Advisors Inc
✚
|
CA | 0.7 |
|
NorthStar Asset Management Inc
✚
|
MA | 0.7 |
|
Millennium Advisory Services Inc
✚
|
VA | 0.7 |
|
Koesten Hirschmann & Crabtree Inc
✚
|
KS | 0.7 |
|
Wilsey Asset Management Incorporated
✚
|
CA | 0.7 |
|
Proventus AG Vermgensverwaltung
✚
|
0.6 | |
|
West Financial Advisors LLC
✚
|
IA | 0.6 |
|
Total Clarity Wealth Management Inc
✚
|
IL | 0.6 |
|
High Falls Advisors Inc
✚
|
NY | 0.6 |
|
von Borstel & Associates Inc
✚
|
OR | 0.6 |