Overview
Assets Under Management: $162 million
Headquarters: CEDAR PARK, TX
High-Net-Worth Clients: 290
Average Client Assets: $0.3 million
Frequently Asked Questions
IRONOAK WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306403), IRONOAK WEALTH is subject to fiduciary duty under federal law.
IRONOAK WEALTH is headquartered in CEDAR PARK, TX.
IRONOAK WEALTH serves 290 high-net-worth clients according to their SEC filing dated April 17, 2026. View client details ↓
According to their SEC Form ADV, IRONOAK WEALTH offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
IRONOAK WEALTH manages $162 million in client assets according to their SEC filing dated April 17, 2026.
According to their SEC Form ADV, IRONOAK WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 290
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.56%
Average Client Assets: $0.3 million
Total Client Accounts: 695
Discretionary Accounts: 695
Regulatory Filings
CRD Number: 306403
Filing ID: 2092642
Last Filing Date: 2026-04-17 09:55:11