{
  "crd_number": 306403,
  "slug": "ironoak-wealth-cedar-park-tx-306403",
  "primary_business_name": "IRONOAK WEALTH",
  "legal_name": "IRONOAK WEALTH LLC",
  "dbas": [],
  "city": "Cedar Park",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-13",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-06-15",
  "carried_forward": false,
  "raum_total": 162000000.0,
  "raum_discretionary": 162000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 72000000.0,
      "count": 42
    },
    "high_net_worth_individuals": {
      "raum": 90000000.0,
      "count": 290
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://ironoakwealth.com",
    "https://linkedin.com/company/ironoakwealth",
    "https://linkedin.com/in/kelly-mcgrath-6916b739",
    "https://linkedin.com/in/nicholasmunoz",
    "https://linkedin.com/in/tracey-kulpa-brenneise-7354a230"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306403",
  "city_as_filed": "CEDAR PARK",
  "url": "https://advisorcensus.com/firm/ironoak-wealth-cedar-park-tx-306403",
  "display_name": "Ironoak Wealth",
  "summary": "Ironoak Wealth is an SEC-registered investment advisory firm in Cedar Park, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.",
  "citation": "AdvisorCensus. Ironoak Wealth (CRD 306403): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Ironoak Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ironoak Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Ironoak Wealth located?",
      "a": "Ironoak Wealth's principal office is in Cedar Park, TX, according to its Form ADV."
    },
    {
      "q": "Is Ironoak Wealth registered with the SEC or a state?",
      "a": "Ironoak Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 306403."
    },
    {
      "q": "How much does Ironoak Wealth manage?",
      "a": "Ironoak Wealth reports $162,000,000 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ironoak Wealth's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Ironoak Wealth: Regulatory assets under management: $129,434,111 in the October 2025 data and $162,000,000 in the October 2026 data, up 25%. Total employees: 5 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ironoak Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (290); individuals (other than high net worth individuals) (42)."
    },
    {
      "q": "Which custodians does Ironoak Wealth use?",
      "a": "Ironoak Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Aspire Financial and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ironoak Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306403"
    },
    {
      "q": "Does Ironoak Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"IronOak does not require a minimum to open an account.\""
    },
    {
      "q": "What changed in Ironoak Wealth's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 7 to 6."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 129434111.0,
      "total_employees": 5,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 162000000.0,
      "total_employees": 6,
      "filing_date": "2026-06-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 6."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $129,434,111 to $162,000,000 (+25%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 5 to 6."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "IronOak does not require a minimum to open an account."
        ]
      }
    ],
    "quotes": [
      "IronOak does not require a minimum to open an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Aspire Financial",
      "name_as_filed": "ASPIRE FINANCIAL",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ironoak-wealth-cedar-park-tx-306403.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 72000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 290,
      "fewer_than_5": false,
      "raum": 90000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306403",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}