Ironwood Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chandler, AZ. Its latest Form ADV filing, dated March 13, 2026, reports $608M in regulatory assets under management, 14 employees, 1 office, and 1,885 accounts.
Assets Under Management
$608M
Employees
14
Offices
1 office
Total Clients
459
Primary office
CHANDLER, AZ
SAN TAN CORPORATE CENTER, 3100 W. RAY RD. SUITE 301, CHANDLER, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.2% of total clients.
Top client categories% of clientsClients
1
Individuals
66.2%
304
2
HNWI
33.8%
155
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$608Mas of March 13, 2026
Discretionary99.3%
$603M
99% of total RAUM99.3%
Non-discretionary0.7%
$4M
1% of total RAUM0.7%
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$608M
Total Accounts1,885
10Y AUM Change+$404M (+197.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee33:1
10Y Employee Change+4 (+40.0%)
* 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.