Ironwood Wealth Management, LLC
Ironwood Wealth Management, LLC is an SEC-registered wealth manager in Chandler, AZ with $607.7M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Ironwood Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 200511, SEC 801-96281, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $607.7M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Chandler, AZ
- Employees
- 14
- Clients
- 459
- CRD
- 200511
- Ownership
- Tolonen, Jeff; KENEFICK-ROGERS, CEAN, NICHOLAS; MAREK, ALEXANDER, DAVID; CASE, RYDAN, DURANT; IRONWOOD WEALTH MANAGEMENT HOLDINGS, LLC
How much AUM does Ironwood Wealth Management, LLC have?
Ironwood Wealth Management, LLC reported $607.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Ironwood Wealth Management, LLC?
Disclosed owners and executives of Ironwood Wealth Management, LLC include Tolonen, Jeff, KENEFICK-ROGERS, CEAN, NICHOLAS, MAREK, ALEXANDER, DAVID, CASE, RYDAN, DURANT, IRONWOOD WEALTH MANAGEMENT HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.