IRONOAK WEALTH LLC

IRONOAK WEALTH LLC of CEDAR PARK, TX is an SEC-registered investment adviser (CRD 306403). Regulatory assets under management: $162.0M.

Registration

• CRD: 306403
• SEC file number: 801-132175
• Type: Registered investment adviser
• Location: 1405 ARROW POINT DRIVE, SUITE 1004, CEDAR PARK, TX, 78613
• Phone: 737-271-9421
• Latest filing: 2026-06-15
• Regulatory AUM: $162.0M
• Discretionary AUM: $162.0M
• Clients: 6
• Accounts: 695

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search