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Ironoak Wealth LLC

● SEC registered since 2025CRD 306403SEC# 801-132175Cedar Park, TX
Export (members)
Reg. AUM
$129.4M
Employees
5
Accounts
558
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 $129.4 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/tracey-kulpa-brenneise-7354a230View on SEC.gov ↗

Ironoak Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Nicholas Alexander Munoz ControlChief Compliance Officer/Investment Advisor Representative/Managing MemberOver 75%2019

Frequently asked questions

How much does Ironoak Wealth LLC manage?

Ironoak Wealth LLC reports $129.4 million in regulatory assets under management on its Form ADV.

How many employees does Ironoak Wealth LLC have?

Ironoak Wealth LLC reports 5 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

Address1405 Arrow Point Drive, Suite 1004, Cedar Park, TX 78613
Phone737-271-9421
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.4M
Non-discretionary$0
Total (RAUM)$129.4M