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 LLC is an independent, individual-owned registered investment adviser that operates as a capital allocator for private individuals and families. The firm is SEC-registered (2025) and offers a mix of fee arrangements including a percentage of assets under management, hourly fees, and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services. Ironoak notes an affiliation with an insurance company and does not identify itself as an active ESG investor.