Ironwood Wealth Management, LLC

Ironwood Wealth Management, LLC (CRD# 200511) is a financial advisory firm headquartered in Chandler, AZ. They manage $617,577,703 in 2,213 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226
https://www.facebook.com/ironwoodwm/
By the Numbers
  • Total Assets Under Management
    618
    MILLION
  • Total Number of Accounts
    2,213
    ACCOUNTS
  • Average Account Value
    $279,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MA, MI, NC, NE, NH, OR, TX, WA

Financial Advisors at Ironwood Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Rydan Case, financial advisor Chandler AZ
Rydan D. Case
CRD#: 4438280
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226

Rydan Case (CRD# 4438280) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Chandler, AZ and has over 22 years of experience in the finance industry.

2
Cean Kenefick-Rogers, financial advisor Chandler AZ
Cean N. Kenefick-Rogers
CRD#: 4751006
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226

Cean Kenefick-Rogers (CRD# 4751006) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Chandler, AZ and has over 20 years of experience in the finance industry.

3
Alexander Marek, financial advisor Chandler AZ
Alexander D. Marek
CRD#: 2890884
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226

Alexander Marek (CRD# 2890884) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Chandler, AZ and has over 26 years of experience in the finance industry.

4
Jonathan Moore, financial advisor Chandler AZ
Jonathan C. Moore
CRD#: 6733823
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226

Jonathan Moore (CRD# 6733823) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Chandler, AZ and has over 7 years of experience in the finance industry.

5
Edward Parolisi, financial advisor Rye NH
Edward P. Parolisi
CRD#: 6456813
Rye, NH

Edward Parolisi (CRD# 6456813) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Rye, NH and has 1 year of experience in the finance industry.

6
Richard Wagner, financial advisor Chandler AZ
Richard E. Wagner
CRD#: 6127326
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226

Richard Wagner (CRD# 6127326) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Chandler, AZ and has over 11 years of experience in the finance industry.

7
Zachary Wik, financial advisor Chandler AZ
Zachary J. Wik
CRD#: 6868313
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226

Zachary Wik (CRD# 6868313) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Chandler, AZ and has over 5 years of experience in the finance industry.

8
Lauren Chavez, financial advisor Chandler AZ
Lauren A. Chavez
CRD#: 6159561
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226

Lauren Chavez (CRD# 6159561) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Chandler, AZ and has over 11 years of experience in the finance industry.

9
Christopher Mortvedt, financial advisor Chandler AZ
Christopher M. Mortvedt
CRD#: 7135835
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226

Christopher Mortvedt (CRD# 7135835) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Chandler, AZ and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals