# Ironwood Wealth Management, LLC

> 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.

- CRD: 200511
- Filed as: IRONWOOD WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chandler, AZ
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/200511
- AdvisorCensus page: https://advisorcensus.com/firm/ironwood-wealth-management-llc-chandler-az-200511

## Quick answers

**How is Ironwood Wealth Management, LLC compensated?**
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).

**Where is Ironwood Wealth Management, LLC located?**
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).

**Is Ironwood Wealth Management, LLC registered with the SEC or a state?**
Ironwood Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 200511.

**How much does Ironwood Wealth Management, LLC manage?**
Ironwood Wealth Management, LLC reports $607,666,705 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (99% discretionary).

**How have Ironwood Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Ironwood Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (304); high net worth individuals (155).

**Which custodians does Ironwood Wealth Management, LLC use?**
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.

**Does Ironwood Wealth Management, LLC 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/200511

**What changed in Ironwood Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 6.

## From the Form ADV filing

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

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

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: $607,666,705
- Discretionary: $603,228,155
- Non-discretionary: $4,438,550

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 304 | $359,453,511 |
| High net worth individuals | 155 | $246,589,616 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,623,578 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 14 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, MA, MI, NC, NE, NH, NM, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Laguna Niguel, CA

### Websites listed on Form ADV (Item 1.I)
- ironwoodwm.com
- Facebook @IRONWOODWM
- LinkedIn @ironwood-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $400,547,142 | 14 | April 14, 2021 |
| October 2022 | $541,180,852 | 21 | July 12, 2022 |
| October 2023 | $539,546,611 | 21 | March 27, 2023 |
| October 2024 | $617,577,703 | 18 | March 26, 2024 |
| October 2025 | $662,230,787 | 17 | July 22, 2025 |
| October 2026 | $607,666,705 | 14 | March 13, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 6.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ironwood Wealth Management, LLC (CRD 200511): Form ADV filing data as of October 2026.