CRD: 128699
Ironwood Wealth Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between October 9, 2025 and March 3, 2026, reported AUM increased 9.5%, from $212.8M to $233.1M.
Across 5 reported observations, AUM increased 9.1% between November 2, 2022 and March 3, 2026, from $213.6M to $233.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 276 clients, or 92 clients per representative. That equates to $844.7K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ironwood Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN DAVID WILLIAMS
Chief Compliance Officer, President
- CRD
- #2679439
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Megan Kay Watterson
Client Service Associate
- CRD
- #7839077
Tyler Mays Williams
Vice President
- CRD
- #7839019
Showing 2 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Ironwood Wealth Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ironwood Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.