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Ironwood Wealth Management, Inc.

Ironwood Wealth Management, Inc.. CRD 128699

Ironwood Wealth Management, Inc. logo

CRD: 128699

Ironwood Wealth Management, Inc.

Hurricane, WV, 25526
3047606000
ironwood-wealth.com
$233.1M Total AUM
$233.1M Disc. AUM
7.3% 3Y CAGR
3 Employees
276 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
VertexAlpha
Established Date
01-02-2004
Office Locations
1

Office Locations

18 Chase Drive Chase Park Hurricane WV

About Ironwood Wealth Management, Inc.

Ironwood Wealth Management is a Hurricane, WV registered investment adviser serving individual investors and families, with a focus on retirement planning and ongoing advice. The firm delivers financial planning, portfolio construction, and asset management, often using asset-allocation approaches with mutual funds, ETFs, and fixed-income exposure, alongside tax, estate, and insurance planning. Custody includes Charles Schwab and the practice runs on Envestnet/Tamarac.

Team overview

-- AVG AGE
$77.7M AVG AUM / ADVISOR
$844.7K AVG AUM / CLIENT
9.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Glacier

Custodian

Unison oak North Delta Focus bridge Quantum radial

Investment Themes

Radial

Investment Vehicles

Atlas wave Peak foundation

Platform

Delta Timber Vital optima Momentum

Services

Glacier Optima frontier Ember Meridian Horizon eagle Radial Quantum

Technology

Catalyst peak Quantum wave

Owner & Executives

JOHN DAVID WILLIAMS

JOHN DAVID WILLIAMS

Chief Compliance Officer, President

CRD
#2679439
Ownership
75% or more
(223) 284-8199
eagle.meridian@embercapital.com
in linkedin.com/in/summit-pioneer

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Contacts

Megan Kay Watterson

Megan Kay Watterson

Client Service Associate

CRD
#7839077
(260) 464-4596
vector.ridge@peakcapital.com
in linkedin.com/in/fusion-crest
Tyler Mays Williams

Tyler Mays Williams

Vice President

CRD
#7839019
(919) 587-9198
atlas.prime@catalystcapital.com
in linkedin.com/in/delta-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-02-2022
03-20-2023
04-02-2024
10-09-2025
03-03-2026
Category Assets AVG. Account size
Discretionary $233,131,125 $344,869
Non-Discretionary $0 --
Total $233,131,125 $344,869

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Separately Managed Accounts

Total SMA Asset: $233,131,125

$233.1M Total SMA
Public Funds:
62.0%
Cash:
38.0%
Asset class Assets Assets %
Public Funds $720,816,957 62.0%
Cash $441,791,038 38.0%
Total $1,162,607,995 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ATLAS EMBER VECTOR FOUNDATION LE8MIZLWG WVGQO 8.28% $83,247,305
PATHWAY VECTOR SIGNAL UNISON JC0V08RF5 JBK 5.72% $112,621,318
VERTEX GLACIER ZENITH CATALYST MXFQZ6A1S KOP 1.93% $118,103,069
FOCUS HARBOR DELTA MERIDIAN NHBCRZEI2 QKSG 9.75% $99,156,278
BEACON RADIAL VITAL DELTA FOCUS OJ57OHK7K EXIR 1.43% $75,095,262
CAPITAL INSIGHT SUMMIT MOMENTUM VERTEX XNKN584L9 RDTR 8.65% $3,045,461
EAGLE WAVE OAK ATLAS FOCUS A1IYLUXE5 KNAAY 2.41% $116,751,256
INSIGHT SUMMIT RIDGE VERTEX N8BM4QC5I WSH 6.85% $31,962,002

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