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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Munoz, Nicholas, Alexander | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE/MANAGING MEMBER | E | Control |
| Munoz, Nicholas, Alexander | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE/MANAGING MEMBER | E | Control |
| Munoz, Nicholas, Alexander | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE/MANAGING MEMBER | E | Control |
| Munoz, Nicholas, Alexander | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Oct 3, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
1405 ARROW POINT DRIVESUITE 1004
CEDAR PARK, TX 78613
United States
Phone: 737-271-9421