AdvisorRanked
100
Clean

IRONWOOD WEALTH MANAGEMENT, LLC

SAN TAN CORPORATE CENTER, CHANDLER, AZ 85226
Fiduciaryfee-onlySEC Registered
480-776-5960 www.linkedin.com/company/ironwood-financial CRD #200511
$608M
Assets Managed
6
Clients
14
Employees
11
Years Active
since 2015

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46094. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 11 years.

Firm Details

Legal NameIRONWOOD WEALTH MANAGEMENT, LLC
CRD Number#200511
SEC RegisteredYes
Registration Date2015-05-15
States RegisteredAZ
Assets Under Management$608M
Number of Clients6
Employees14
Compensation Typefee-only
Last ADV Filing46094

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Frequently Asked Questions

Is IRONWOOD WEALTH MANAGEMENT, LLC a fiduciary?

Yes. IRONWOOD WEALTH MANAGEMENT, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does IRONWOOD WEALTH MANAGEMENT, LLC charge clients?

IRONWOOD WEALTH MANAGEMENT, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does IRONWOOD WEALTH MANAGEMENT, LLC have any complaints?

No. IRONWOOD WEALTH MANAGEMENT, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 11 years of operation.

How does IRONWOOD WEALTH MANAGEMENT, LLC compare to other advisors in CHANDLER?

IRONWOOD WEALTH MANAGEMENT, LLC has a Red Flag Score of 100/100. There are 6 registered advisory firms in CHANDLER. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46094. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.