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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2011
- Office Locations
- 1
Office Locations
About Ironwood Wealth Advisors, LLC
Ironwood Wealth Advisors is a Scottsdale, AZ fee-only, independent RIA providing comprehensive wealth management and planning with a client-first, fiduciary approach. The firm works with individuals and families, including retirees and entrepreneurs, combining portfolio management and advice built around goals and risk management. Investment implementation emphasizes diversified asset allocation using index funds, mutual funds, and ETFs, with custody at Charles Schwab.
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Owner & Executives
DEREK JOSEPH SINANI
Chief Compliance Officer, Wealth Advisor
- CRD
- #2716300
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,135,751 | $226,493 |
| Non-Discretionary | $0 | -- |
| Total | $93,135,751 | $226,493 |
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Separately Managed Accounts
Total SMA Asset: $93,135,751
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $770,291,433 | 46.3% |
| Equity - Exchange | $568,984,168 | 34.2% |
| Cash | $324,420,798 | 19.5% |
| Total | $1,663,696,399 | 100.0% |