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IRONOAK WEALTH

IRONOAK WEALTH LLC

CRD 306403 · SEC 801-132175

Visit website

1405 ARROW POINT DRIVE, SUITE 1004, CEDAR PARK, TX, 78613, United States

Phone

737-271-9421

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$162.0M

Discretionary AUM

$162.0M

Team

6 total employees; 6 advisory reps; 45 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals42$72.0M
High net worth individuals290$90.0M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD