Ironoak Wealth

RIASEC Registered
Total AUM
$133M
Discretionary
$133M
100% of AUM
Avg account
$219K
Accounts
606
Employees
6
Advisory reps
6

Firm details

Headquarters
Cedar Park, Texas
CRD number
306403
Registered since
March 13, 2025
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 33%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds33%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 19

Active vs passive

$50.2M in ETFs

Passive

24%

$12.2M

Active

57%

$38M

ETFProviderStyleCategoryValueShares% of portfolio
AMERICAN CENTURY CORE PLUS INCOME ETF (ABND)$9.6M230,46419.12%

Location

Primary office

Cedar Park, TX

Williamson

Location

Cedar Park, TX

Headquartered in Cedar Park, TX, in the South of the United States.

Region
South
County
Williamson
Address
1405 Arrow Point Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth