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Building 2IRONWOOD WEALTH MANAGEMENT, INC.

Map pinHURRICANE, WV
Phone304-760-6000
NotebookSEC #801-62555
Total AUM
$233.1M
Employees
3
Clients
277

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 CHASE DRIVE
CHASE PARK
HURRICANE
WV 25526
United States
Operating Hours
9:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
304-760-6000

ReceiptFinancials

Total AUM
$233.1M
Accounts
676
Discretionary
$233.1M
Accounts
676
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
197
AUM
$85.3M
HNW Individual Clients
79
AUM
$144.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOHSCTXWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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