Ironoak Wealth

RIASEC RegisteredEst. 2025

Total AUM

$162M

Discretionary

$162M

100% of AUM

Avg account

$233K

Accounts

695

Employees

Advisory reps

Firm details

Headquarters: Cedar Park, Texas
CRD number: 306403
Registered since: March 13, 2025
Website: www.ironoakwealth.com
Custodians: CHARLES SCHWAB & CO., INC., ASPIRE FINANCIAL
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.56%
Individuals44.44%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ironoak Wealth operates as an independent registered investment adviser formed as an LLC and registered with the SEC in 2025. The firm is owner-operated and positions itself as a capital allocator for individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Fee arrangements are flexible, spanning percentage-of-AUM, hourly charges, and fixed fees. Ironoak does not identify as an active ESG investor. The firm maintains an industry affiliation with an insurance company.