Verified 10 Nov 2026
Ironoak Wealth
IronOak Wealth is a fiduciary adviser in Cedar Park, Texas that runs a family office platform for entrepreneurs, executives, business owners and families, tying together their investments, taxes, estates and businesses with outside CPAs and attorneys. Its portfolios use personalized indexing and tax-sensitive rebalancing, and it helps owners plan succession and exits from private companies. Its Form ADV filed on 20 October 2026 reported $133 million in regulatory assets for 30 clients.
- Type
- Multi-family office
- Location
- Cedar Park, Texas, United States
- Sectors
- Public equities
- Fund size / AUM
- $133M regulatory AUM (Form ADV, filed 2026-10-20)
- Latest fund or filing
- 20 Oct 2026
- Website
- www.ironoakwealth.com
Contacts on file
For Ironoak Wealth, the paid file holds: 1 named decision-maker with roles; firm contact email.
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