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Ironwood Wealth Management, LLC CRD 200511
$608M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
San Tan Corporate Center 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-02-26 |
| AZ | RA | APPROVED | 2015-07-10 |
Branch Locations
San Tan Corporate Center 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironwood Wealth Management, Llc. | Phoenix | AZ | 05/2015 | Present |
Name of Business: New Way Academy; Investment Related: Yes; Address: 5048 E Oak St. Phoenix, AZ; Nature: Serve on Board of Advisors for the not-for profit school; Position: member of Board of Advisors; Start Date: 10/29/24; Number of Hours per Month: <5% of time; Number of Hours during Trading Hours: 0; Duties: collaborate on strategies on how to improve the school's visibility and fund raising efforts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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