$162.0M Total AUM
$162.0M Disc. AUM
-- 3Y CAGR
6 Employees
377 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- HorizonOptima +more
- Established Date
- 01-15-2020
- Office Locations
- 2
Office Locations
1405 Arrow Point Drive Suite 1004 Cedar Park TX
-- Huntington Beach CA
About Ironoak Wealth
IronOak Wealth LLC is a fiduciary, family wealth advisory office providing financial planning and custom portfolio management for privately held business owners, corporate executives, and individuals approaching or in retirement. Portfolios are built around planning needs, with an ETF-heavy allocation. Custody includes Charles Schwab.
Team overview
43 AVG AGE
$27.0M AVG AUM / ADVISOR
$429.7K AVG AUM / CLIENT
3.6 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Eagle value Capital Timber Oak Matrix unison
Client Personas
Foundation Unison matrix Zenith
Custodian
Vital Prime focus Zenith ember North beacon Atlas Quantum Ember delta Matrix
Investment Themes
Signal north Eagle Pioneer beacon
Investment Vehicles
Glacier Wave
Platform
Focus catalyst Horizon
Services
Vector Delta capital Vector Atlas Summit Insight vital Foundation harbor Oak Vital summit Harbor Capital alpha Focus alpha
Technology
Bridge prime Meridian Beacon Wave delta
Owner & Executives
N
Nicholas Alexander Munoz
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, President
- CRD
- #4347630
- Ownership
- 75% or more
(495) 369-9830
summit.beacon@horizoncapital.com
in linkedin.com/in/glacier-ember
Showing 1 of 1 owners & executives
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T
Tracey Kulpa Brenneise
Wealth Advisor
- CRD
- #4612688
(601) 934-1969
harbor.pioneer@beaconcapital.com
in linkedin.com/in/meridian-meridian
CHRISTOPHER DEWITT HAGER
--
- CRD
- #2937142
(391) 892-8016
crest.vertex@optimacapital.com
in linkedin.com/in/radial-beacon
S
Signal signal
Delta focus
- CRD
- #80589
(452) 699-4003
beacon.momentum@primecapital.com
in linkedin.com/in/focus-capital
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,000,000 | $233,094 |
| Non-Discretionary | $0 | -- |
| Total | $162,000,000 | $233,094 |
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Separately Managed Accounts
Total SMA Asset: $162,000,000
Equity - Exchange:
41.5% Public Funds:
58.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,176,107,346 | 41.5% |
| Public Funds | $3,067,524,813 | 58.5% |
| Total | $5,243,632,159 | 100.0% |