RIA Intel›Advisers›Louisiana›IRONWOOD INVESTMENT ADVISERS, LLC

IRONWOOD INVESTMENT ADVISERS, LLC

Advisory

LA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account

$216K

across 99 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$450K

Discretionary %97.9%

Total Clients39

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

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BAVARIAN WEALTH MANAGEMENT, INC.

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ASSET MANAGEMENT SPECIALTIES, LLC

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FENNER INVESTMENTS, L.L.C.

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