IRONWOOD WEALTH MANAGEMENT, LLC
CRD #200511 SEC #801-96281 CHANDLER, AZ 480-776-5960
SEC Registered
Total AUM
$662.2M
Discretionary
$656.4M
Employees
17
Clients
251
Accounts
2,263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $662.2M | $656.4M | $5.8M | 17 | 4 |
| Jul 2025 | $662.2M | $656.4M | $5.8M | 17 | 4 |
| Jul 2025 | $662.2M | $656.4M | $5.8M | 17 | 4 |
| Jun 2025 | $662.2M | $656.4M | $5.8M | 17 | 4 |
| Mar 2025 | $662.2M | $656.4M | $5.8M | 17 | 4 |
| Mar 2024 | $617.6M | $610.2M | $7.4M | 18 | 7 |
| Nov 2023 | $539.5M | $536.1M | $3.4M | 21 | 7 |
| Mar 2023 | $539.5M | $536.1M | $3.4M | 21 | 97 |
| Nov 2022 | $541.2M | $536.4M | $4.8M | 21 | 9 |
| Jul 2022 | $541.2M | $536.4M | $4.8M | 21 | 9 |
| Jul 2022 | $541.2M | $536.4M | $4.8M | 21 | 9 |
| Mar 2022 | $541.2M | $536.4M | $4.8M | 21 | 9 |
| Nov 2021 | $400.5M | $398.5M | $2M | 14 | 3 |
| Nov 2021 | $400.5M | $398.5M | $2M | 14 | 3 |
| Oct 2021 | $400.5M | $398.5M | $2M | 14 | 3 |
| Apr 2021 | $400.5M | $398.5M | $2M | 14 | 3 |
| Mar 2021 | $400.5M | $398.5M | $2M | 14 | 3 |
| Sep 2020 | $299.9M | $296.1M | $3.8M | 14 | 0 |
| Aug 2020 | $299.9M | $296.1M | $3.8M | 14 | 0 |
| Jul 2020 | $299.9M | $296.1M | $3.8M | 14 | 0 |
| Jun 2020 | $299.9M | $296.1M | $3.8M | 14 | 0 |
| Mar 2020 | $299.9M | $296.1M | $3.8M | 14 | 0 |
| Nov 2019 | $237.3M | $234M | $3.4M | 12 | 0 |
| Sep 2019 | $237.3M | $234M | $3.4M | 12 | 0 |
| Mar 2019 | $237.3M | $234M | $3.4M | 12 | 0 |
| Oct 2018 | $244.4M | $237.1M | $7.4M | 10 | 0 |
| Oct 2018 | $244.4M | $237.1M | $7.4M | 10 | 0 |
| Mar 2018 | $244.4M | $237.1M | $7.4M | 9 | 0 |
| Sep 2017 | $211.1M | $208M | $3.1M | 10 | 400 |
| Jul 2017 | $211.1M | $208M | $3.1M | 10 | 400 |
| Jun 2017 | $211.1M | $208M | $3.1M | 10 | 400 |
| Jun 2017 | $211.1M | $208M | $3.1M | 10 | 400 |
| Mar 2017 | $204M | $200.8M | $3.2M | 10 | 400 |
| Dec 2016 | $198.7M | $195.7M | $3M | 9 | 400 |
| Aug 2016 | $179.3M | $169.6M | $9.7M | 9 | 400 |
| Jul 2016 | $179.3M | $169.6M | $9.7M | 9 | 400 |
| Feb 2016 | $154M | $150.8M | $3.2M | 9 | 400 |
| Sep 2015 | $133M | $130.5M | $2.5M | 6 | 0 |
DateNov 2025
Total AUM$662.2M
Discretionary$656.4M
Non-Disc.$5.8M
Employees17
Clients4
DateJul 2025
Total AUM$662.2M
Discretionary$656.4M
Non-Disc.$5.8M
Employees17
Clients4
DateJul 2025
Total AUM$662.2M
Discretionary$656.4M
Non-Disc.$5.8M
Employees17
Clients4
DateJun 2025
Total AUM$662.2M
Discretionary$656.4M
Non-Disc.$5.8M
Employees17
Clients4
DateMar 2025
Total AUM$662.2M
Discretionary$656.4M
Non-Disc.$5.8M
Employees17
Clients4
DateMar 2024
Total AUM$617.6M
Discretionary$610.2M
Non-Disc.$7.4M
Employees18
Clients7
DateNov 2023
Total AUM$539.5M
Discretionary$536.1M
Non-Disc.$3.4M
Employees21
Clients7
DateMar 2023
Total AUM$539.5M
Discretionary$536.1M
Non-Disc.$3.4M
Employees21
Clients97
DateNov 2022
Total AUM$541.2M
Discretionary$536.4M
Non-Disc.$4.8M
Employees21
Clients9
DateJul 2022
Total AUM$541.2M
Discretionary$536.4M
Non-Disc.$4.8M
Employees21
Clients9
DateJul 2022
Total AUM$541.2M
Discretionary$536.4M
Non-Disc.$4.8M
Employees21
Clients9
DateMar 2022
Total AUM$541.2M
Discretionary$536.4M
Non-Disc.$4.8M
Employees21
Clients9
DateNov 2021
Total AUM$400.5M
Discretionary$398.5M
Non-Disc.$2M
Employees14
Clients3
DateNov 2021
Total AUM$400.5M
Discretionary$398.5M
Non-Disc.$2M
Employees14
Clients3
DateOct 2021
Total AUM$400.5M
Discretionary$398.5M
Non-Disc.$2M
Employees14
Clients3
DateApr 2021
Total AUM$400.5M
Discretionary$398.5M
Non-Disc.$2M
Employees14
Clients3
DateMar 2021
Total AUM$400.5M
Discretionary$398.5M
Non-Disc.$2M
Employees14
Clients3
DateSep 2020
Total AUM$299.9M
Discretionary$296.1M
Non-Disc.$3.8M
Employees14
Clients0
DateAug 2020
Total AUM$299.9M
Discretionary$296.1M
Non-Disc.$3.8M
Employees14
Clients0
DateJul 2020
Total AUM$299.9M
Discretionary$296.1M
Non-Disc.$3.8M
Employees14
Clients0
DateJun 2020
Total AUM$299.9M
Discretionary$296.1M
Non-Disc.$3.8M
Employees14
Clients0
DateMar 2020
Total AUM$299.9M
Discretionary$296.1M
Non-Disc.$3.8M
Employees14
Clients0
DateNov 2019
Total AUM$237.3M
Discretionary$234M
Non-Disc.$3.4M
Employees12
Clients0
DateSep 2019
Total AUM$237.3M
Discretionary$234M
Non-Disc.$3.4M
Employees12
Clients0
DateMar 2019
Total AUM$237.3M
Discretionary$234M
Non-Disc.$3.4M
Employees12
Clients0
DateOct 2018
Total AUM$244.4M
Discretionary$237.1M
Non-Disc.$7.4M
Employees10
Clients0
DateOct 2018
Total AUM$244.4M
Discretionary$237.1M
Non-Disc.$7.4M
Employees10
Clients0
DateMar 2018
Total AUM$244.4M
Discretionary$237.1M
Non-Disc.$7.4M
Employees9
Clients0
DateSep 2017
Total AUM$211.1M
Discretionary$208M
Non-Disc.$3.1M
Employees10
Clients400
DateJul 2017
Total AUM$211.1M
Discretionary$208M
Non-Disc.$3.1M
Employees10
Clients400
DateJun 2017
Total AUM$211.1M
Discretionary$208M
Non-Disc.$3.1M
Employees10
Clients400
DateJun 2017
Total AUM$211.1M
Discretionary$208M
Non-Disc.$3.1M
Employees10
Clients400
DateMar 2017
Total AUM$204M
Discretionary$200.8M
Non-Disc.$3.2M
Employees10
Clients400
DateDec 2016
Total AUM$198.7M
Discretionary$195.7M
Non-Disc.$3M
Employees9
Clients400
DateAug 2016
Total AUM$179.3M
Discretionary$169.6M
Non-Disc.$9.7M
Employees9
Clients400
DateJul 2016
Total AUM$179.3M
Discretionary$169.6M
Non-Disc.$9.7M
Employees9
Clients400
DateFeb 2016
Total AUM$154M
Discretionary$150.8M
Non-Disc.$3.2M
Employees9
Clients400
DateSep 2015
Total AUM$133M
Discretionary$130.5M
Non-Disc.$2.5M
Employees6
Clients0