IRONOAK WEALTH LLC
Legal name: IRONOAK WEALTH
CRD #306403 SEC #801-132175 CEDAR PARK, TX 737-271-9421
SEC Registered
Total AUM
$129.4M
Discretionary
$129.4M
Employees
6
Clients
26
Accounts
558
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $129.4M | $129.4M | $0 | 6 | 3 |
| Jul 2025 | $129.4M | $129.4M | $0 | 5 | 3 |
| Apr 2025 | $106M | $106M | $0 | 5 | 3 |
| Feb 2025 | $114.5M | $114.5M | $0 | 5 | 3 |
DateOct 2025
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees6
Clients3
DateJul 2025
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees5
Clients3
DateApr 2025
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients3
DateFeb 2025
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees5
Clients3