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| Keyboard |
| Ironoak Wealth LLC
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|---|---|
| CRD # | 306403 |
| SEC # | 801-132175 |
| CIK # | 0002037081 |
| AUM | 162.0 M (2026-06-15) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 737-271-9421 |
| Address | 1405 Arrow Point Drive Cedar Park, TX 78613 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.7 | ||
| Amazon Com Inc | 3.8 | ||
| Broadcom Inc | 3.6 | ||
| Uber Technologies Inc | 2.8 | ||
| Intuit Inc | 2.5 | ||
| Coinbase Global Inc | 2.5 | ||
| Netflix Inc | 2.4 | ||
| GE Vernova Inc | 2.4 | ||
| Microsoft Corp | 2.3 | ||
| Vaneck Bitcoin Trust | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 72.0 |
| (b) Individuals (high net worth individuals) | 290 | 90.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 695 | 162.0 |
| By Discretionary | ||
| Discretionary | 695 | 162.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 695 | 162.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.0 | |
| Total | 695 | 162.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002037081] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 45 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dedicated Capital Advisors LLC
✚
|
CA | 162.5 M |
|
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|
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|
Bestgate Wealth Advisors LLC
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|
JOSS Brown Wealth Advisors Group LLC
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VA | 162.4 M |
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Wolfstich Capital LLC
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|
Shepherd Wealth Management Limited Liability Company
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OH | 162.1 M |
|
Banyan Global Investment Advisors LLC
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|
FL | 162.1 M |
|
Confidential Management Advisors Inc
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|
MI | 161.9 M |
|
Williams Garth Alan
✚
|
161.8 M |