# Ironoak Wealth

> 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.

- CRD: 306403
- Filed as: IRONOAK WEALTH
- Legal name: Ironoak Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cedar Park, TX
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306403
- AdvisorCensus page: https://advisorcensus.com/firm/ironoak-wealth-cedar-park-tx-306403

## Quick answers

**How is Ironoak Wealth compensated?**
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).

**Where is Ironoak Wealth located?**
Ironoak Wealth's principal office is in Cedar Park, TX, according to its Form ADV.

**Is Ironoak Wealth registered with the SEC or a state?**
Ironoak Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 306403.

**How much does Ironoak Wealth manage?**
Ironoak Wealth reports $162,000,000 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**How have Ironoak Wealth's assets and staff changed since 2025?**
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.

**What types of clients does Ironoak Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (290); individuals (other than high net worth individuals) (42).

**Which custodians does Ironoak Wealth use?**
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.

**Does Ironoak Wealth report any disciplinary disclosures?**
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

**Does Ironoak Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "IronOak does not require a minimum to open an account."

**What changed in Ironoak Wealth's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 7 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: None

> IronOak does not require a minimum to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Aspire Financial
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $162,000,000
- Discretionary: $162,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $72,000,000 |
| High net worth individuals | 290 | $90,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ironoakwealth.com
- LinkedIn @ironoakwealth
- LinkedIn @kelly-mcgrath-6916b739
- LinkedIn @nicholasmunoz
- LinkedIn @tracey-kulpa-brenneise-7354a230

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $129,434,111 | 5 | July 22, 2025 |
| October 2026 | $162,000,000 | 6 | June 15, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 7 to 6.

### May 2026
- Employees performing advisory functions went from 6 to 7.

### March 2026
- Regulatory assets under management went from $129,434,111 to $162,000,000 (+25%).

### December 2025
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ironoak Wealth (CRD 306403): Form ADV filing data as of October 2026.