Ironoak Wealth

RIASEC Registered

Total AUM

$133M

Discretionary

$133M

100% of AUM

Avg account

$219K

Accounts

606

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: Individuals50.34%
HNWI49.66%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ironoak Wealth is an independent, individual-owned LLC that provides advisory services to individuals and families. The firm is registered with the SEC (registration year 2025) and acts as a capital allocator, deploying client capital into third-party managers when appropriate. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and selection of other advisers. Fee arrangements are flexible and include a percentage of AUM, hourly charges, and fixed fees. Ironoak does not identify as an active ESG investor and maintains an industry affiliation with an insurance company.