IRONRIDGE WEALTH MANAGEMENT, LLC
CRD #166855 SEC #801-79354 ATLANTA, GA (770) 635-1925
SEC Registered
Total AUM
$100.3M
Discretionary
$100.3M
Employees
5
Clients
0
Accounts
293
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2023 | $100.3M | $100.3M | $0 | 5 | 0 |
| Jan 2022 | $112.3M | $112.3M | $0 | 5 | 0 |
| Jan 2021 | $107.9M | $107.9M | $0 | 5 | 0 |
| Apr 2020 | $116.6M | $116.6M | $0 | 5 | 0 |
| Feb 2020 | $116.6M | $116.6M | $0 | 5 | 0 |
| Feb 2019 | $93.6M | $93.6M | $0 | 3 | 0 |
| Feb 2018 | $106.2M | $106.2M | $0 | 4 | 3 |
| Aug 2017 | $111.8M | $111.8M | $0 | 4 | 200 |
| Feb 2017 | $111.8M | $111.8M | $0 | 4 | 200 |
| Nov 2016 | $104.5M | $104.5M | $0 | 5 | 200 |
| Mar 2016 | $104.5M | $104.5M | $0 | 5 | 200 |
| Mar 2016 | $104.5M | $104.5M | $0 | 5 | 200 |
| Sep 2015 | $142M | $140.4M | $1.6M | 5 | 200 |
| Sep 2015 | $142M | $140.4M | $1.6M | 5 | 200 |
| Jul 2015 | $142M | $140.4M | $1.6M | 6 | 200 |
| Mar 2015 | $142M | $140.4M | $1.6M | 6 | 200 |
| Jan 2015 | $114.6M | $101.9M | $12.7M | 6 | 200 |
| Apr 2014 | $114.6M | $101.9M | $12.7M | 6 | 200 |
| Mar 2014 | $114.6M | $101.9M | $12.7M | 6 | 200 |
DateJan 2023
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$93.6M
Discretionary$93.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees4
Clients3
DateAug 2017
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees4
Clients200
DateFeb 2017
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees4
Clients200
DateNov 2016
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees5
Clients200
DateSep 2015
Total AUM$142M
Discretionary$140.4M
Non-Disc.$1.6M
Employees5
Clients200
DateSep 2015
Total AUM$142M
Discretionary$140.4M
Non-Disc.$1.6M
Employees5
Clients200
DateJul 2015
Total AUM$142M
Discretionary$140.4M
Non-Disc.$1.6M
Employees6
Clients200
DateMar 2015
Total AUM$142M
Discretionary$140.4M
Non-Disc.$1.6M
Employees6
Clients200
DateJan 2015
Total AUM$114.6M
Discretionary$101.9M
Non-Disc.$12.7M
Employees6
Clients200
DateApr 2014
Total AUM$114.6M
Discretionary$101.9M
Non-Disc.$12.7M
Employees6
Clients200
DateMar 2014
Total AUM$114.6M
Discretionary$101.9M
Non-Disc.$12.7M
Employees6
Clients200