# Ironwood Wealth Management, Inc.

> Ironwood Wealth Management, Inc. is an SEC-registered investment advisory firm in Hurricane, WV, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 128699
- Filed as: IRONWOOD WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hurricane, WV
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128699
- AdvisorCensus page: https://advisorcensus.com/firm/ironwood-wealth-management-inc-hurricane-wv-128699

## Quick answers

**How is Ironwood Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ironwood Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ironwood Wealth Management, Inc. located?**
Ironwood Wealth Management, Inc.'s principal office is in Hurricane, WV, according to its Form ADV.

**Is Ironwood Wealth Management, Inc. registered with the SEC or a state?**
Ironwood Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 128699.

**How much does Ironwood Wealth Management, Inc. manage?**
Ironwood Wealth Management, Inc. reports $233,131,125 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Ironwood Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Ironwood Wealth Management, Inc.: Regulatory assets under management: $194,965,868 in the October 2021 data and $233,131,125 in the October 2026 data, up 20%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ironwood Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (197); high net worth individuals (79).

**Which custodians does Ironwood Wealth Management, Inc. use?**
Ironwood Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ironwood Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128699

**What changed in Ironwood Wealth Management, Inc.'s recent Form ADV filings?**
In the December 2025 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $233,131,125
- Discretionary: $233,131,125
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 197 | $85,272,087 |
| High net worth individuals | 79 | $144,630,025 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,229,013 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2004 (22 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, OH, SC, TX, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ironwood-wealth.com
- Facebook @ironwoodwealth
- X @ironwoodwealth
- YouTube @ironwoodwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $194,965,868 | 4 | September 30, 2021 |
| October 2022 | $213,589,404 | 3 | March 1, 2022 |
| October 2023 | $189,708,122 | 3 | March 20, 2023 |
| October 2024 | $192,727,234 | 3 | April 2, 2024 |
| October 2025 | $212,837,072 | 4 | February 2, 2025 |
| October 2026 | $233,131,125 | 3 | March 3, 2026 |

Regulatory assets under management: $194,965,868 in the October 2021 data and $233,131,125 in the October 2026 data, up 20%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ironwood Wealth Management, Inc. (CRD 128699): Form ADV filing data as of October 2026.