IRONWOOD WEALTH MANAGEMENT, INC.
Adviser information for IRONWOOD WEALTH MANAGEMENT, INC. last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | West Virginia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 658 | $192.7M |
| Non-Discretionary | 0 | $0 |
| Total | 658 | $192.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 217 | $90.7M |
| HNW Individuals | 59 | $99.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
18 CHASE DRIVECHASE PARK
HURRICANE
WV
United States
Monday - Friday, 9:00 A.M. - 4:30 P.M.
Tel: 304-760-6000, Fax: 304-760-6156
Chief Compliance Officer
JOHN D. WILLIAMS
PRESIDENT/CCO
18 CHASE DRIVE
CHASE PARK
HURRICANE
WV
United States
Tel:
304-760-6000
Fax:
304-760-6156
J***@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILLIAMS, JOHN, DAVID | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 12/2004 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 90K | 377 | – |
| CONOCOPHILLIPS | COM | 23K | 200 | – |
| CORTEVA INC | COM | 14K | 264 | – |
| DOW INC | COM | 29K | 552 | – |
| DUPONT DE NEMOURS INC | COM | 45K | 552 | – |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 22M | 1M | – |
| ISHARES SILVER TR | ISHARES | 22K | 750 | – |
| ISHARES TR | CORE S&P SCP ETF | 16M | 147K | – |
| ISHARES TR | CORE S&P US GWT | 13M | 97K | – |
| ISHARES TR | CORE S&P US VLU | 18M | 205K | – |
| ISHARES TR | CORE S&P500 ETF | 16M | 28K | – |
| ISHARES TR | MSCI INTL VLU FT | 8M | 289K | – |
| ISHARES TR | MSCI USA MIN VOL | 17M | 201K | – |
| ISHARES TR | S&P 500 VAL ETF | 13M | 71K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 21M | 420K | – |
| PGIM ETF TR | PGIM ULTRA SH BD | 19M | 376K | – |
| SELECT SECTOR SPDR TR | ENERGY | 4M | 48K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 4M | 96K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 7M | 96K | – |
| SPDR SER TR | BLOOMBERG SHT TE | 7M | 296K | – |
| SPDR SER TR | S&P DIVID ETF | 11M | 84K | – |
| VERIZON COMMUNICATIONS INC | COM | 62K | 2K | – |