{"url":"https://nivawealth.com/firms/ironwood-financial-151004","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/151004","regulatoryAum":662546990,"crd":"151004","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6217956","suffix":null,"lastName":"Delgado","firstName":"EMILY","middleName":"MARIE"},{"crd":"4663726","suffix":null,"lastName":"DOLEZAL","firstName":"ROBIN","middleName":"RODGERS"},{"crd":"5362021","suffix":null,"lastName":"HESSELINK","firstName":"DARREN","middleName":"GRANT"},{"crd":"2278720","suffix":null,"lastName":"NENTL","firstName":"DANIEL","middleName":"SHAY"},{"crd":"6174106","suffix":null,"lastName":"NIICHEL","firstName":"DAVID","middleName":"A."},{"crd":"4003297","suffix":null,"lastName":"PARRS","firstName":"ALEXANDER","middleName":"DEVEREAUX"},{"crd":"5847805","suffix":null,"lastName":"RENZI","firstName":"DAVID","middleName":"CUNNINGHAM"},{"crd":"3102531","suffix":null,"lastName":"SMITH","firstName":"MARTIN","middleName":"ANTHONY"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-03","regulatoryAum":314508083,"clients":573,"employees":6,"offices":1},{"filedOn":"2022-03-11","regulatoryAum":436759504,"clients":490,"employees":5,"offices":1},{"filedOn":"2023-06-19","regulatoryAum":364247959,"clients":516,"employees":6,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":456479160,"clients":562,"employees":7,"offices":1},{"filedOn":"2025-02-10","regulatoryAum":574853371,"clients":582,"employees":7,"offices":1},{"filedOn":"2026-06-30","regulatoryAum":662546990,"clients":624,"employees":10,"offices":2}],"secFileNumber":"801-70463","legalName":"Ironwood Financial, LLC","displayName":"Ironwood Financial","slug":"ironwood-financial-151004","website":"https://ironwoodfinancial.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/151004/2c88434dc5c846ed-r1.webp","tone":"light","width":795,"height":200,"sourceUrl":"https://ironwoodfinancial.com/","sourceLabel":"Ironwood Financial, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2009","organization":"Arizona limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1926 E. 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The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 3 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ironwood Financial use?","answer":"Ironwood Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $467M and National Financial Services LLC (Boston, MA), with $195M. 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Its direct owners are Alex Parrs, PLLC, Dan Nentl, PLLC and Dolezal Wealth Management, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ironwood Financial get paid?","answer":"Ironwood Financial is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Ironwood Financial registered with the SEC?","answer":"Yes, Ironwood Financial has been registered with the SEC as an investment adviser since 17 August 2009. 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