Ironoak Wealth Llc
- Regulatory AUM
- $162M
- Discretionary
- $162M
- Clients
- 332
- Avg AUM / client
- $488K
- Accounts
- 695
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $72.0M | 44.4% |
| High net worth individuals | 290 | $90.0M | 55.6% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Alexander Munoz | Registered representative | Jan 2020 (7y) | ||
| Kelly Ann Mcgrath | Registered representative | Jan 2020 (7y) | ||
| Tracey Kulpa Brenneise | Registered representative | Jun 2020 (6y) | ||
| Jeffrey Austin Newman | Registered representative | Jun 2024 (2y) | ||
| Christopher Dewitt Hager | Registered representative | Oct 2025 (1y) | ||
| Philip Seth Matherly | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $161M (99% of AUM) Jun 2026
- Aspire Financial Services Llc $1.0M (1% of AUM) Jun 2026
- Pcs Retirement Llc $1.0M (1% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗