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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

IRONWOOD FINANCIAL, LLC

CRD 151004

TUCSON, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e5a9f30-e1f4-0dd8-0d08-a2cb227969d0

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 2
On other graphs: 0
Observed: Mar 15, 2012 to Jun 30, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $663MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $658M
Private client RAUM: $531MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $82.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,667
Individual clients: 481
High net worth clients: 107
Custody, client assets: $48.1M
SEC number: 801-70463
CIK: 1630360
CRD: 151004
Filings on the tape: 40
First filed: Mar 15, 2012
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, AZ
Website: ironwoodfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL SHAY NENTL	n/a	TUCSON, AZ	16	33	2	no
ALEXANDER DEVEREAUX PARRS	Certified Financial Planner\|Chartered Financial Consultant\|Chartered Financial Analyst	TUCSON, AZ	16	23	2	no
ROBIN RODGERS DOLEZAL	Certified Financial Planner	TUCSON, AZ	16	23	2	no
DAVID CUNNINGHAM RENZI	n/a	TUCSON, AZ	12	18	1	no
EMILY MARIE Delgado	n/a	TUCSON, AZ	6	13	n/a	no
DAVID A. NIICHEL	Certified Financial Planner	TUCSON, AZ	5	13	1	no
MARTIN ANTHONY SMITH	Certified Financial Planner	TUCSON, AZ	2	27	n/a	no
DARREN GRANT HESSELINK	n/a	New Baltimore, MI \| TUCSON, AZ	0	14	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALEX PARRS, PLLC	Owner	C	yes	07/2009	Mar 10, 2017	Mar 26, 2024
DAN NENTL, PLLC	Owner	C	yes	07/2009	Mar 10, 2017	Mar 26, 2024
DOLEZAL, ROBIN, RODGERS	SOLE MEMBER	E	yes	09/2014	Dec 2, 2014	Mar 26, 2024
DOLEZAL, ROBIN, RODGERS	CHIEF COMPLIANCE OFFICER	Na	yes	09/2014	Dec 2, 2014	Mar 26, 2024
NENTL, DANIEL, SHAY	SOLE MEMBER	E	yes	07/2009	Mar 15, 2012	Mar 26, 2024
NENTL, DANIEL, SHAY	MANAGING MEMBER	Na	yes	07/2009	Mar 15, 2012	Mar 26, 2024
PARRS, ALEXANDER, DEVEREAUX	MANAGING MEMBER	Na	yes	07/2009	Mar 15, 2012	Mar 26, 2024
PARRS, ALEXANDER, DEVEREAUX	SOLE MEMBER	E	yes	07/2009	Mar 15, 2012	Mar 26, 2024
DOLEZAL WEALTH MANAGEMENT, LLC	Owner	B	no	09/2014	Mar 10, 2017	Mar 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$663M	$658M	10	8	1	n/a	n/a
2024	Feb 10, 2025	$575M	$561M	7	6	0	n/a	n/a
2023	Mar 4, 2024	$456M	$454M	7	7	0	n/a	n/a
2022	Mar 22, 2023	$364M	$363M	6	6	0	n/a	n/a
2021	Mar 9, 2022	$437M	$420M	5	5	0	n/a	n/a
2020	Feb 2, 2021	$315M	$300M	6	6	0	n/a	n/a
2019	Mar 25, 2020	$230M	$211M	4	4	0	n/a	n/a
2018	Feb 19, 2019	$188M	$171M	4	4	0	n/a	n/a
2017	Feb 21, 2018	$175M	$158M	4	4	0	n/a	n/a
2016	Mar 10, 2017	$154M	$151M	4	4	n/a	n/a	n/a
2015	Mar 25, 2016	$135M	$125M	5	4	n/a	n/a	n/a
2014	Jan 7, 2015	$271M	$250M	13	9	n/a	n/a	n/a
2013	Mar 19, 2014	$225M	$206M	12	9	n/a	n/a	n/a
2012	Mar 27, 2013	$170M	$148M	10	6	n/a	n/a	n/a
2011	Mar 15, 2012	$146M	$130M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$663M	$575M	15.3%	$364M	22.1%	10	7	1	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
IRONWOOD WEALTH MANAGEMENT, LLC	4	Feb 3, 2016	Mar 9, 2016	TUCSON, AZ	Team lift out	Other	44.4%

Relationships

Registered with (13)

← DARREN GRANT HESSELINKAdvisorregistration: current employment
Feb 19, 2026 to presentfactForm ADV
← MARTIN ANTHONY SMITHAdvisorregistration: current employment
Mar 27, 2024 to presentfactForm ADV
← DAVID A. NIICHELAdvisorregistration: current employment
Dec 10, 2020 to presentfactForm ADV
← EMILY MARIE DelgadoAdvisorregistration: current employment
Aug 17, 2020 to presentfactForm ADV
← DAVID CUNNINGHAM RENZIAdvisorregistration: current employment
Mar 31, 2014 to presentfactForm ADV
← DANIEL SHAY NENTLAdvisorregistration: current employment
Oct 8, 2009 to presentfactForm ADV
← ALEXANDER DEVEREAUX PARRSAdvisorregistration: current employment
Oct 8, 2009 to presentfactForm ADV
← ROBIN RODGERS DOLEZALAdvisorregistration: current employment
Oct 8, 2009 to presentfactForm ADV
← ALEXANDER DAVID MAREKAdvisorregistration: previous registration
Apr 22, 2010 to Feb 3, 2016factForm ADV
← RYDAN DURANT CASEAdvisorregistration: previous registration
Dec 4, 2009 to Feb 3, 2016factForm ADV
← CEAN NICHOLAS KENEFICK-ROGERSAdvisorregistration: previous registration
Oct 16, 2009 to Feb 3, 2016factForm ADV
← RICHARD ERIK WAGNERAdvisorregistration: previous registration
Jul 31, 2013 to Feb 3, 2016factForm ADV
← EDWARD P. PAROLISIAdvisorregistration: previous registration
May 19, 2015 to Feb 3, 2016factForm ADV

Controls (5)

← NENTL, DANIEL, SHAYOwnerSOLE MEMBER, ownership code E, individual
Mar 15, 2012 to Mar 26, 2024factForm ADV
← PARRS, ALEXANDER, DEVEREAUXOwnerSOLE MEMBER, ownership code E, individual
Mar 15, 2012 to Mar 26, 2024factForm ADV
← DOLEZAL, ROBIN, RODGERSOwnerSOLE MEMBER, ownership code E, individual
Dec 2, 2014 to Mar 26, 2024factForm ADV
← ALEX PARRS, PLLCOwnerOWNER, ownership code C, domestic entity
Mar 10, 2017 to Mar 26, 2024factForm ADV
← DAN NENTL, PLLCOwnerOWNER, ownership code C, domestic entity
Mar 10, 2017 to Mar 26, 2024factForm ADV

Owns (1)

← DOLEZAL WEALTH MANAGEMENT, LLCOwnerOWNER, ownership code B, domestic entity
Mar 10, 2017 to Mar 26, 2024factForm ADV

Moved with (1)

→ IRONWOOD WEALTH MANAGEMENT, LLCRegistered adviser4 advisors, team lift out, same day
Feb 3, 2016 to Mar 9, 2016factForm ADV

Dated events

Occurred
Feb 10, 2025
Regulatory AUM changed
Ironwood Financial, Llc reported RAUM $574.9M, up 26% from $456.5M (2024-03-26 to 2025-02-10)
Form ADVobserved 4 days ago
$118M
Occurred
Mar 9, 2022
Regulatory AUM changed
Ironwood Financial, Llc reported RAUM $436.8M, up 39% from $314.5M (2021-02-03 to 2022-03-09)
Form ADVobserved 4 days ago
$122M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e5a9f30-e1f4-0dd8-0d08-a2cb227969d0
First observed: Mar 15, 2012
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IRONWOOD FINANCIAL, LLC

CRD 151004

TUCSON, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e5a9f30-e1f4-0dd8-0d08-a2cb227969d0

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL SHAY NENTL

n/a

TUCSON, AZ

ALEXANDER DEVEREAUX PARRS

Certified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst

TUCSON, AZ

ROBIN RODGERS DOLEZAL

Certified Financial Planner

TUCSON, AZ

DAVID CUNNINGHAM RENZI

n/a

TUCSON, AZ

EMILY MARIE Delgado

n/a

TUCSON, AZ

n/a

DAVID A. NIICHEL

Certified Financial Planner

TUCSON, AZ

MARTIN ANTHONY SMITH

Certified Financial Planner

TUCSON, AZ

n/a

DARREN GRANT HESSELINK

n/a

New Baltimore, MI | TUCSON, AZ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALEX PARRS, PLLC

Owner

yes

07/2009

Mar 10, 2017

Mar 26, 2024

DAN NENTL, PLLC

Owner

yes

07/2009

Mar 10, 2017

Mar 26, 2024

DOLEZAL, ROBIN, RODGERS

SOLE MEMBER

yes

09/2014

Dec 2, 2014

Mar 26, 2024

DOLEZAL, ROBIN, RODGERS

CHIEF COMPLIANCE OFFICER

yes

09/2014

Dec 2, 2014

Mar 26, 2024

NENTL, DANIEL, SHAY

SOLE MEMBER

yes

07/2009

Mar 15, 2012

Mar 26, 2024

NENTL, DANIEL, SHAY

MANAGING MEMBER

yes

07/2009

Mar 15, 2012

Mar 26, 2024

PARRS, ALEXANDER, DEVEREAUX

MANAGING MEMBER

yes

07/2009

Mar 15, 2012

Mar 26, 2024

PARRS, ALEXANDER, DEVEREAUX

SOLE MEMBER

yes

07/2009

Mar 15, 2012

Mar 26, 2024

DOLEZAL WEALTH MANAGEMENT, LLC

Owner

09/2014

Mar 10, 2017

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$663M

$658M

n/a

2024

Feb 10, 2025

$575M

$561M

n/a

2023

Mar 4, 2024

$456M

$454M

n/a

2022

Mar 22, 2023

$364M

$363M

n/a

2021

Mar 9, 2022

$437M

$420M

n/a

2020

Feb 2, 2021

$315M

$300M

n/a

2019

Mar 25, 2020

$230M

$211M

n/a

2018

Feb 19, 2019

$188M

$171M

n/a

2017

Feb 21, 2018

$175M

$158M

n/a

2016

Mar 10, 2017

$154M

$151M

n/a

2015

Mar 25, 2016

$135M

$125M

n/a

2014

Jan 7, 2015

$271M

$250M

n/a

2013

Mar 19, 2014

$225M

$206M

n/a

2012

Mar 27, 2013

$170M

$148M

n/a

2011

Mar 15, 2012

$146M

$130M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$663M

$575M

15.3%

$364M

22.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

IRONWOOD WEALTH MANAGEMENT, LLC

Feb 3, 2016

Mar 9, 2016

TUCSON, AZ

Team lift out

Other

44.4%