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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Glacier peakGlacier +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
EDWARD P. PAROLISI
--
- CRD
- #6456813
Horizon zenith
Foundation alpha
- CRD
- #94846
Showing 2 of 5 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 |
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Separately Managed Accounts
Total SMA Asset: $607,666,705
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $958,048,569 | 26.0% |
| Cash | $383,219,427 | 10.4% |
| Equity - Exchange | $1,142,288,678 | 31.0% |
| Municipal Bonds | $1,201,245,513 | 32.6% |
| Total | $3,684,802,187 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA VECTOR FUSION | PRIME OAK | XBQ3ZTWEY | UQEH | 5.89% | $4,507,382 |
| WAVE MOMENTUM BRIDGE | EMBER VITAL | WNEV7TYOC | MHL | 7.29% | $96,626,636 |
| ZENITH VALUE ZENITH | WAVE GLACIER | NP0JOFT0X | EFER | 5.77% | $18,893,073 |
| ELEMENT INSIGHT | FOUNDATION OAK | XWTBQ3DAU | YCE | 1.06% | $45,418,909 |
| HARBOR WAVE CATALYST | FOCUS RIDGE | XNRFGWQAS | ASPU | 2.54% | $9,255,511 |
| VECTOR FRONTIER | UNISON INSIGHT | RLZ2DXTO4 | DQPTB | 10.44% | $115,640,919 |
| GLACIER CAPITAL MOMENTUM | PATHWAY RIDGE | CFXVN1WTZ | NJK | 6.72% | $94,597,987 |
| PIONEER RIDGE BRIDGE | TIMBER NORTH | 76TPBEIKF | AWY | 9.47% | $10,495,626 |