Ironwood Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hurricane, WV. Its latest Form ADV filing, dated March 3, 2026, reports $233M in regulatory assets under management, 3 employees, and 676 accounts.
Assets Under Management
$233M
Employees
3
Offices
--
Total Clients
276
Primary office
HURRICANE, WV
18 CHASE DRIVE, CHASE PARK, HURRICANE, WV, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
197
2
HNWI
28.6%
79
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of March 3, 2026
Discretionary100.0%
$233M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$233M
Total Accounts676
10Y AUM Change+$110M (+89.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee92:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.