Ironwood Financial, LLC
Ironwood Financial, LLC is an SEC-registered wealth manager in Tucson, AZ with $662.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Ironwood Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151004, SEC 801-70463, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $662.5M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Tucson, AZ
- Employees
- 10
- Clients
- 624
- CRD
- 151004
- Ownership
- KENEFICK-ROGERS, CEAN, NICHOLAS; NENTL, DANIEL, SHAY; PARRS, ALEXANDER, DEVEREAUX; MAREK, ALEXANDER, DAVID; CASE, RYDAN, DURANT
How much AUM does Ironwood Financial, LLC have?
Ironwood Financial, LLC reported $662.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Ironwood Financial, LLC?
Disclosed owners and executives of Ironwood Financial, LLC include KENEFICK-ROGERS, CEAN, NICHOLAS, NENTL, DANIEL, SHAY, PARRS, ALEXANDER, DEVEREAUX, MAREK, ALEXANDER, DAVID, CASE, RYDAN, DURANT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.