Ironwood Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated March 4, 2026, reports $663M in regulatory assets under management, 10 employees, 1 office, and 1,667 accounts.
Assets Under Management
$663M
Employees
10
Offices
1 office
Total Clients
624
Primary office
TUCSON, AZ
1926 E. FT. LOWELL ROAD, SUITE 100, TUCSON, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.1% of total clients.
Top client categories% of clientsClients
1
Individuals
77.1%
481
2
HNWI
17.1%
107
3
Corporations
3.0%
19
4
Pension Plans
2.7%
17
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$663Mas of March 4, 2026
Discretionary99.4%
$658M
99% of total RAUM99.4%
Non-discretionary0.6%
$4M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$663M
Total Accounts1,667
10Y AUM Change+$508M (+329.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee62:1
10Y Employee Change+6 (+150.0%)
* 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.