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IRONWOOD WEALTH MANAGEMENT, LLC

CHANDLER, AZ · CRD 200511 · IAPD ↗ · 480-776-5960

$607.7MRegulatory AUM
6Advisory reps
14Employees
4Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — IRONWOOD WEALTH MANAGEMENT, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2026 — IRONWOOD WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2025 — IRONWOOD WEALTH MANAGEMENT, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.