DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Ironwood Wealth Management, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Shelby NewellForvis Mazars Wealth Advisors, LLC independent RIAIronwood Wealth Management, LLC independent RIARIA to RIAApr 24, 2026Jun 12, 2026 (49 d)
John Henry BoyleIntegrum Wealth Management unclassifiedIronwood Wealth Management, LLC independent RIAOtherDec 31, 2021Dec 14, 2021
Zachary Jonathan Logan WikEdelman Financial Engines mixed wealthIronwood Wealth Management, LLC independent RIARIA to RIAApr 22, 2021May 7, 2021
Tyler Robert HowarthEps Wealth Management state registeredIronwood Wealth Management, LLC independent RIAOtherDec 17, 2018Dec 3, 2018
Alexander David MarekIronwood Financial, LLC otherIronwood Wealth Management, LLC no RAUMOtherFeb 3, 2016Jul 10, 2015
Rydan Durant CaseIronwood Financial, LLC otherIronwood Wealth Management, LLC no RAUMOtherFeb 3, 2016May 18, 2015
Cean Nicholas Kenefick-RogersIronwood Financial, LLC otherIronwood Wealth Management, LLC no RAUMOtherFeb 3, 2016Jun 30, 2015
Richard Erik WagnerIronwood Financial, LLC otherIronwood Wealth Management, LLC no RAUMOtherFeb 3, 2016Jun 30, 2015
Edward P. ParolisiIronwood Financial, LLC otherIronwood Wealth Management, LLC otherOtherFeb 3, 2016Mar 9, 2016 (35 d)
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9 moves match.