This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-15-2015
- Office Locations
- 3
Office Locations
About Ironwood Wealth Management, LLC
Ironwood Wealth Management is a Chandler, AZ advisory firm providing comprehensive financial planning and ongoing portfolio management with a relationship-based process tailored to each client’s goals and circumstances. The team also supports small business owners with planning, tax services and strategies, plus accounting and payroll services. Portfolios emphasize diversified asset allocation using vehicles such as ETFs and mutual funds, with custody supported by firms like Schwab and Fidelity.
Reported data analysis
What the numbers show
Between November 10, 2025 and March 13, 2026, reported AUM decreased 8.2%, from $662.2M to $607.7M.
Across 5 reported observations, AUM increased 12.3% between November 15, 2022 and March 13, 2026, from $541.2M to $607.7M.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 6 advisory representatives and 463 clients, or 77.2 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 3 reported office locations and 11 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Ironwood Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Ironwood Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYDAN DURANT CASE
Manager, Wealth Advisor
- CRD
- #4438280
- Ownership
- Less than 5%
ALEXANDER DAVID MAREK
Chief Compliance Officer, Manager, Wealth Advisor
- CRD
- #2890884
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Jonathan Craig Moore
Senior Vice President
- CRD
- #6733823
Shelby Newell
Wealth Advisor
- CRD
- #6666626
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $603,228,155 | $320,355 |
| Non-Discretionary | $4,438,550 | $2,219,275 |
| Total | $607,666,705 | $322,370 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Ironwood Wealth Management, LLC has reported separately managed account data across 4 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, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.