{
  "crd_number": 200511,
  "slug": "ironwood-wealth-management-llc-chandler-az-200511",
  "primary_business_name": "IRONWOOD WEALTH MANAGEMENT, LLC",
  "legal_name": "IRONWOOD WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Chandler",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-05-15",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 607666705.0,
  "raum_discretionary": 603228155.0,
  "raum_non_discretionary": 4438550.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 14,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 359453511.0,
      "count": 304
    },
    "pension_profit_sharing": {
      "raum": 1623578.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 246589616.0,
      "count": 155
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "MA",
    "MI",
    "NC",
    "NE",
    "NH",
    "NM",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/IRONWOODWM",
    "https://ironwoodwm.com",
    "https://linkedin.com/company/ironwood-financial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/200511",
  "city_as_filed": "CHANDLER",
  "url": "https://advisorcensus.com/firm/ironwood-wealth-management-llc-chandler-az-200511",
  "display_name": "Ironwood Wealth Management, LLC",
  "summary": "Ironwood Wealth Management, LLC is an SEC-registered investment advisory firm in Chandler, AZ, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 13, 2026.",
  "citation": "AdvisorCensus. Ironwood Wealth Management, LLC (CRD 200511): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Ironwood Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ironwood Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Ironwood Wealth Management, LLC located?",
      "a": "Ironwood Wealth Management, LLC's principal office is in Chandler, AZ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Ironwood Wealth Management, LLC registered with the SEC or a state?",
      "a": "Ironwood Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 200511."
    },
    {
      "q": "How much does Ironwood Wealth Management, LLC manage?",
      "a": "Ironwood Wealth Management, LLC reports $607,666,705 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (99% discretionary)."
    },
    {
      "q": "How have Ironwood Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ironwood Wealth Management, LLC: Regulatory assets under management: $400,547,142 in the October 2021 data and $607,666,705 in the October 2026 data, up 52%. Total employees: 14 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ironwood Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (304); high net worth individuals (155)."
    },
    {
      "q": "Which custodians does Ironwood Wealth Management, LLC use?",
      "a": "Ironwood Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ironwood Wealth Management, LLC report any disciplinary disclosures?",
      "a": "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/200511"
    },
    {
      "q": "What changed in Ironwood Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 6."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 400547142.0,
      "total_employees": 14,
      "filing_date": "2021-04-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 541180852.0,
      "total_employees": 21,
      "filing_date": "2022-07-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 539546611.0,
      "total_employees": 21,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 617577703.0,
      "total_employees": 18,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 662230787.0,
      "total_employees": 17,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 607666705.0,
      "total_employees": 14,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 6."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NM."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/ironwood-wealth-management-llc-chandler-az-200511.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 304,
      "fewer_than_5": false,
      "raum": 359453511.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 155,
      "fewer_than_5": false,
      "raum": 246589616.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1623578.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/200511",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}