I
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- North peakVector focus +more
- Established Date
- 06-27-2014
- Office Locations
- 1
Office Locations
-- Dallas TX
About Ironwood Wealth Management LLC
Ironwood Wealth Management provides relationship-driven financial planning and portfolio management, including comprehensive planning, asset allocation and ongoing portfolio oversight. The firm also supports complex client needs with small-business planning, tax services/strategies, and accounting and payroll services. Client focus includes entrepreneurs and retirees, and custody includes Charles Schwab.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$70.3K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Eagle Peak pioneer Insight ridge Oak
Client Personas
Pathway atlas Foundation atlas
CRM
Momentum Vector eagle
Custodian
Harbor matrix Ember delta Wave summit Eagle crest North foundation Value legacy Oak pathway Glacier north Capital Frontier Radial meridian
Fund Managers
Matrix
Investment Themes
Radial value Ridge Unison alpha Legacy signal
Investment Vehicles
Unison Optima
Platform
Zenith Unison catalyst Ridge delta
Services
Alpha Pioneer Radial bridge Unison harbor Frontier momentum Prime Timber ridge Vector harbor Focus Bridge optima Unison Glacier vector Peak
Technology
North meridian Momentum alpha North signal Harbor wave Meridian wave Insight
Owner & Executives
J
JOHN STUART III
FOUNDER, Managing Director, Owner
- CRD
- #4916217
- Ownership
- 75% or more
(708) 727-3855
vital.ridge@beaconcapital.com
in linkedin.com/in/pathway-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,967,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,967,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,967,000
Equity - Exchange:
36.9% Cash:
38.5% Derivatives:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,555,669,611 | 36.9% |
| Cash | $1,623,124,120 | 38.5% |
| Derivatives | $1,037,113,073 | 24.6% |
| Total | $4,215,906,804 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT TIMBER | RIDGE FOUNDATION | 0UWWW7KJ6 | RIM | 1.50% | $38,894,799 |
| MOMENTUM ELEMENT | ELEMENT EMBER | EWX7CUBFW | LODY | 9.83% | $90,375,947 |
| VALUE PATHWAY PIONEER | OAK OPTIMA | YH09GN1X7 | UDIKQ | 7.46% | $80,735,625 |
| QUANTUM QUANTUM ALPHA | GLACIER RIDGE | 0OR1X8RME | LSPN | 11.33% | $81,995,278 |
| LEGACY PRIME | VERTEX CREST | IRAY6IGDZ | VQKM | 8.37% | $58,386,072 |
| SIGNAL MATRIX | LEGACY SIGNAL | DRS2C6RQK | RMHHF | 9.50% | $34,556,256 |
| SUMMIT GLACIER MATRIX | RIDGE VECTOR | Z106FAJP2 | UEK | 0.65% | $105,362,742 |
| VALUE INSIGHT | CAPITAL CATALYST | 4KX3F3S5P | RHHCW | 4.90% | $78,931,302 |