IRONWOOD FINANCIAL, LLC
CRD #151004 SEC #801-70463 TUCSON, AZ 520-318-4600
SEC Registered
Total AUM
$574.9M
Discretionary
$561.1M
Employees
7
Clients
251
Accounts
1,667
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $574.9M | $561.1M | $13.8M | 7 | 0 |
| Feb 2025 | $574.9M | $561.1M | $13.8M | 7 | 0 |
| Feb 2025 | $574.9M | $561.1M | $13.8M | 7 | 0 |
| Mar 2024 | $456.5M | $453.7M | $2.8M | 7 | 0 |
| Mar 2024 | $456.5M | $453.7M | $2.8M | 7 | 0 |
| Mar 2024 | $456.5M | $453.7M | $2.8M | 7 | 0 |
| Mar 2024 | $456.5M | $453.7M | $2.8M | 7 | 0 |
| Jun 2023 | $364.2M | $362.9M | $1.4M | 6 | 0 |
| Mar 2023 | $364.2M | $362.9M | $1.4M | 6 | 0 |
| Mar 2023 | $364.2M | $362.9M | $1.4M | 6 | 0 |
| Mar 2022 | $436.8M | $420.3M | $16.4M | 5 | 0 |
| Mar 2022 | $436.8M | $420.3M | $16.4M | 5 | 0 |
| Feb 2021 | $314.5M | $300.3M | $14.2M | 6 | 1 |
| Feb 2021 | $314.5M | $300.3M | $14.2M | 6 | 1 |
| Jun 2020 | $229.7M | $211.3M | $18.4M | 4 | 0 |
| Mar 2020 | $229.7M | $211.3M | $18.4M | 4 | 0 |
| Feb 2019 | $188.4M | $171.4M | $17M | 4 | 0 |
| Feb 2018 | $175M | $158.4M | $16.6M | 4 | 0 |
| Mar 2017 | $154.2M | $151M | $3.2M | 4 | 300 |
| Mar 2016 | $135M | $125M | $10M | 5 | 300 |
| Dec 2015 | $271.3M | $250M | $21.3M | 13 | 900 |
| Nov 2015 | $271.3M | $250M | $21.3M | 13 | 900 |
| Aug 2015 | $271.3M | $250M | $21.3M | 13 | 900 |
| Jul 2015 | $271.3M | $250M | $21.3M | 13 | 900 |
| May 2015 | $271.3M | $250M | $21.3M | 13 | 900 |
| Jan 2015 | $271.3M | $250M | $21.3M | 13 | 900 |
| Dec 2014 | $271.3M | $250M | $21.3M | 13 | 900 |
| Mar 2014 | $225M | $206M | $19M | 12 | 900 |
| Mar 2013 | $170M | $147.9M | $22.1M | 10 | 900 |
| Oct 2012 | $146M | $130M | $16M | 6 | 1,300 |
| May 2012 | $146M | $130M | $16M | 6 | 1,300 |
| May 2012 | $146M | $130M | $16M | 6 | 1,300 |
| Mar 2012 | $146M | $130M | $16M | 6 | 1,300 |
| Mar 2012 | $146M | $130M | $16M | 6 | 1,300 |
| Mar 2012 | $146M | $130M | $16M | 6 | 1,300 |
| Aug 2011 | $127M | $57M | $70M | 10 | -- |
| Aug 2011 | $127M | $57M | $70M | 10 | -- |
| Apr 2011 | $127M | $57M | $70M | 10 | -- |
| Dec 2010 | $85M | $83M | $2M | 5 | -- |
| Dec 2010 | $85M | $83M | $2M | 5 | -- |
| Oct 2010 | $85M | $83M | $2M | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$574.9M
Discretionary$561.1M
Non-Disc.$13.8M
Employees7
Clients0
DateFeb 2025
Total AUM$574.9M
Discretionary$561.1M
Non-Disc.$13.8M
Employees7
Clients0
DateFeb 2025
Total AUM$574.9M
Discretionary$561.1M
Non-Disc.$13.8M
Employees7
Clients0
DateMar 2024
Total AUM$456.5M
Discretionary$453.7M
Non-Disc.$2.8M
Employees7
Clients0
DateMar 2024
Total AUM$456.5M
Discretionary$453.7M
Non-Disc.$2.8M
Employees7
Clients0
DateMar 2024
Total AUM$456.5M
Discretionary$453.7M
Non-Disc.$2.8M
Employees7
Clients0
DateMar 2024
Total AUM$456.5M
Discretionary$453.7M
Non-Disc.$2.8M
Employees7
Clients0
DateJun 2023
Total AUM$364.2M
Discretionary$362.9M
Non-Disc.$1.4M
Employees6
Clients0
DateMar 2023
Total AUM$364.2M
Discretionary$362.9M
Non-Disc.$1.4M
Employees6
Clients0
DateMar 2023
Total AUM$364.2M
Discretionary$362.9M
Non-Disc.$1.4M
Employees6
Clients0
DateMar 2022
Total AUM$436.8M
Discretionary$420.3M
Non-Disc.$16.4M
Employees5
Clients0
DateMar 2022
Total AUM$436.8M
Discretionary$420.3M
Non-Disc.$16.4M
Employees5
Clients0
DateFeb 2021
Total AUM$314.5M
Discretionary$300.3M
Non-Disc.$14.2M
Employees6
Clients1
DateFeb 2021
Total AUM$314.5M
Discretionary$300.3M
Non-Disc.$14.2M
Employees6
Clients1
DateJun 2020
Total AUM$229.7M
Discretionary$211.3M
Non-Disc.$18.4M
Employees4
Clients0
DateMar 2020
Total AUM$229.7M
Discretionary$211.3M
Non-Disc.$18.4M
Employees4
Clients0
DateFeb 2019
Total AUM$188.4M
Discretionary$171.4M
Non-Disc.$17M
Employees4
Clients0
DateFeb 2018
Total AUM$175M
Discretionary$158.4M
Non-Disc.$16.6M
Employees4
Clients0
DateMar 2017
Total AUM$154.2M
Discretionary$151M
Non-Disc.$3.2M
Employees4
Clients300
DateMar 2016
Total AUM$135M
Discretionary$125M
Non-Disc.$10M
Employees5
Clients300
DateDec 2015
Total AUM$271.3M
Discretionary$250M
Non-Disc.$21.3M
Employees13
Clients900
DateNov 2015
Total AUM$271.3M
Discretionary$250M
Non-Disc.$21.3M
Employees13
Clients900
DateAug 2015
Total AUM$271.3M
Discretionary$250M
Non-Disc.$21.3M
Employees13
Clients900
DateJul 2015
Total AUM$271.3M
Discretionary$250M
Non-Disc.$21.3M
Employees13
Clients900
DateMay 2015
Total AUM$271.3M
Discretionary$250M
Non-Disc.$21.3M
Employees13
Clients900
DateJan 2015
Total AUM$271.3M
Discretionary$250M
Non-Disc.$21.3M
Employees13
Clients900
DateDec 2014
Total AUM$271.3M
Discretionary$250M
Non-Disc.$21.3M
Employees13
Clients900
DateMar 2014
Total AUM$225M
Discretionary$206M
Non-Disc.$19M
Employees12
Clients900
DateMar 2013
Total AUM$170M
Discretionary$147.9M
Non-Disc.$22.1M
Employees10
Clients900
DateOct 2012
Total AUM$146M
Discretionary$130M
Non-Disc.$16M
Employees6
Clients1,300
DateMay 2012
Total AUM$146M
Discretionary$130M
Non-Disc.$16M
Employees6
Clients1,300
DateMay 2012
Total AUM$146M
Discretionary$130M
Non-Disc.$16M
Employees6
Clients1,300
DateMar 2012
Total AUM$146M
Discretionary$130M
Non-Disc.$16M
Employees6
Clients1,300
DateMar 2012
Total AUM$146M
Discretionary$130M
Non-Disc.$16M
Employees6
Clients1,300
DateMar 2012
Total AUM$146M
Discretionary$130M
Non-Disc.$16M
Employees6
Clients1,300
DateAug 2011
Total AUM$127M
Discretionary$57M
Non-Disc.$70M
Employees10
Clients--
DateAug 2011
Total AUM$127M
Discretionary$57M
Non-Disc.$70M
Employees10
Clients--
DateApr 2011
Total AUM$127M
Discretionary$57M
Non-Disc.$70M
Employees10
Clients--
DateDec 2010
Total AUM$85M
Discretionary$83M
Non-Disc.$2M
Employees5
Clients--
DateDec 2010
Total AUM$85M
Discretionary$83M
Non-Disc.$2M
Employees5
Clients--
DateOct 2010
Total AUM$85M
Discretionary$83M
Non-Disc.$2M
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--