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Ironwood Wealth Management, Inc.
Ironwood Wealth Management, Inc. is an SEC-registered investment adviser headquartered in Hurricane, West Virginia. The firm, founded in 2006, primarily serves individual clients (including high-net-worth individuals) and provides financial planning and portfolio management services. With approximately 3-4 employees, Ironwood manages over $190 million in assets as of early 2024, supporting clients largely in the United States.
Investment Strategy
Ironwood Wealth Management offers both discretionary portfolio management and financial planning. Its investment approach is client-specific, emphasizing asset allocation and security selection tailored to individual risk tolerances and financial goals. The firm manages portfolios mainly using publicly traded securities and exchange-traded funds, with ongoing portfolio monitoring and rebalancing to ensure alignment with client objectives.
Latest 13F Filing Activity
Ironwood Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 22 equity positions with a total 13F market value of $218M. The fund increased holdings in J P Morgan Exchange Traded F, Pgim Etf TR, Invesco Exch Traded FD TR II among other positions. Ironwood Wealth Management, Inc. reduced exposure to Select Sector SPDR TR, Ishares TR, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BKLN | INVESCO EXCH TRADED FD TR II | 11.23% | $24.5M | 1,178,679 | $20.63 | $20.93 | +$1.2M |
J JPST | J P MORGAN EXCHANGE TRADED F | 10.88% | $23.7M | 468,711 | $50.17 | $50.73 | +$1.7M |
P PULS | PGIM ETF TR | 9.66% | $21.1M | 424,169 | $49.17 | $49.83 | +$1.6M |
I IUSV | ISHARES TR | 8.93% | $19.5M | 198,807 | $69.47 | $99.95 | +$636.4K |
I IJR | ISHARES TR | 8.56% | $18.7M | 163,381 | $94.85 | $118.83 | +$151.4K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Manager | Philadelphia, PA , United States | |
R Rex Weeks | Portfolio Manager | Phoenix, AZ , United States |
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