Ironoak Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cedar Park, TX. Its latest Form ADV filing, dated April 17, 2026, reports $162M in regulatory assets under management, 7 employees, 1 office, and 695 accounts.
Assets Under Management
$162M
Employees
7
Offices
1 office
Total Clients
332
Primary office
CEDAR PARK, TX
1405 ARROW POINT DRIVE, SUITE 1004, CEDAR PARK, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.3% of total clients.
Top client categories% of clientsClients
1
HNWI
87.3%
290
2
Individuals
12.7%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of April 17, 2026
Discretionary100.0%
$162M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$162M
Total Accounts695
10Y AUM Change+$48M (+41.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee47:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.