Ironoak Wealth LLC
● SEC registered since 2025CRD 306403SEC# 801-132175Cedar Park, TX
Reg. AUM
$162M
Employees
6
Accounts
695
Location
Cedar Park, TX
Ironoak Wealth LLC assets under management
Ironoak Wealth LLC is a registered investment adviser overseen by the SEC based in Cedar Park, TX. The firm has been registered since 2025. It reports $162 million in regulatory assets under management and employs 6 people.
Ironoak Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Alexander Munoz Control | Chief Compliance Officer/Investment Advisor Representative/Managing Member | Over 75% | 2019 |
Frequently asked questions
How much does Ironoak Wealth LLC manage?
Ironoak Wealth LLC reports $162 million in regulatory assets under management on its Form ADV.
How many employees does Ironoak Wealth LLC have?
Ironoak Wealth LLC reports 6 employees.
Where is Ironoak Wealth LLC located?
Ironoak Wealth LLC is based in Cedar Park, TX and has been SEC-registered since 2025.
Does Ironoak Wealth LLC disclose fund performance?
Ironoak Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1405 Arrow Point Drive, Suite 1004, Cedar Park, TX 78613 |
| Phone | 737-271-9421 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162M▲ 41%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$162Mregulatory AUM
Discretionary $162M