← Tributary

IRONOAK WEALTH

CEDAR PARK, TX · CRD 306403 · IAPD ↗ · 737-271-9421

$162.0MRegulatory AUM
6Advisory reps
6Employees
45Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — IRONOAK WEALTH reported RAUM up 25% ($129.4M -> $162.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
May 2025 — IRONOAK WEALTH notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2025 — IRONOAK WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2025 — IRONOAK WEALTH (CEDAR PARK, TX) is newly SEC-registered with $114.5M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.