firm profile
Ironwood Wealth Management, Inc.
Overview
Ironwood Wealth Management, Inc. is an SEC registered investment adviser based in Hurricane, WV, registered since 2003. It reports $233M in assets under management across 676 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $233M
- Discretionary
- 100%
- Accounts
- 676
- Average account
- $345K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 2003
- Jurisdictions
- 6
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- John David Williams President, Chief Compliance Officer CRD 2679439
Advisory reps 3 of 3
- Megan Kay Watterson Investment Adviser Rep CRD 7839077
- John David Williams Investment Adviser Rep CRD 2679439
- Tyler Mays Williams Investment Adviser Rep CRD 7839019
Location
- Headquarters
- 18 Chase Park
Hurricane, WV 25526 - County
- Putnam
- Metro area
- Huntington-Ashland, WV-KY-OH
- Region
- South
Registrations
- SEC registered
- Registered in 6 jurisdictions
- Website: ironwood-wealth.com
Every state, with registration dates
Similar firms near Hurricane
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- Jondaknows Financial Group, Inc.Huntington, WV$1.3M AUM
- The Spano Group Wealth ManagersOna, WV$1M AUM
- Layne Financial GroupHuntington, WV$58K AUM
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