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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

IRONOAK WEALTH

IRONOAK WEALTH LLC, CRD 306403

CEDAR PARK, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90b5c4f0-06ce-abe5-fbfe-f998024688d1

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 0
Observed: Apr 22, 2025 to Jun 15, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $162MItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $162M
Private client RAUM: $162MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $27.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 695
Individual clients: 42
High net worth clients: 290
SEC number: 801-132175
CRD: 306403
Filings on the tape: 7
First filed: Apr 22, 2025
Latest filed: Jun 15, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Nicholas Alexander Munoz	n/a	CEDAR PARK, TX	6	25	7	no
KELLY ANN MCGRATH	n/a	CEDAR PARK, TX	6	16	3	no
Tracey Kulpa Brenneise	n/a	HUNTINGTON BEACH, CA \| CEDAR PARK, TX	6	22	6	no
Jeffrey Austin Newman	n/a	CEDAR PARK, TX	2	11	1	no
CHRISTOPHER DEWITT HAGER	n/a	CEDAR PARK, TX	0	29	5	no
Philip Seth Matherly	n/a	CEDAR PARK, TX	0	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Munoz, Nicholas, Alexander	CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE/MANAGING MEMBER	E	yes	11/2019	Jun 15, 2026	Jun 15, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 17, 2026	$162M	$162M	7	7	1	n/a	n/a
2024	Apr 22, 2025	$106M	$106M	5	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	16.7%	0	0	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$162M	$106M	52.8%	n/a	n/a	6	5	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STONEWATER WEALTH MANAGEMENT, INC.	2	Mar 23, 2022	Jun 18, 2020	CEDAR PARK, TX	Team lift out	RIA to RIA	28.6%

Relationships

Controls (1)

← Munoz, Nicholas, AlexanderOwnerCHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE/MANAGING MEMBER, ownership code E, individual
Jun 15, 2026 to presentfactForm ADV

Registered with (10)

← Philip Seth MatherlyAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← CHRISTOPHER DEWITT HAGERAdvisorregistration: current employment
Oct 3, 2025 to presentfactForm ADV
← Jeffrey Austin NewmanAdvisorregistration: current employment
Jun 5, 2024 to presentfactForm ADV
← Tracey Kulpa BrenneiseAdvisorregistration: current employment
Jun 18, 2020 to presentfactForm ADV
← KELLY ANN MCGRATHAdvisorregistration: current employment
Jan 16, 2020 to presentfactForm ADV
← Nicholas Alexander MunozAdvisorregistration: current employment
Jan 15, 2020 to presentfactForm ADV
← LISA BIANCULLI HUTTERAdvisorregistration: previous registration
May 2, 2023 to Jun 15, 2026factForm ADV
← Alpeshkumar R PatelAdvisorregistration: previous registration
Oct 4, 2022 to May 12, 2023factForm ADV
← Michael Allen HarrisAdvisorregistration: previous registration
Feb 12, 2020 to Jun 30, 2022factForm ADV
← PRESTON ROBERT WEAVERAdvisorregistration: previous registration
Oct 23, 2020 to Mar 21, 2022factForm ADV

Moved with (1)

← STONEWATER WEALTH MANAGEMENT, INC.Registered adviser2 advisors, team lift out, same day
Mar 23, 2022 to Jun 18, 2020factForm ADV

Dated events

Occurred
Jun 15, 2026
Advisor changed firm
Lisa Bianculli Hutter left Ironoak Wealth for Legacy Wealth Management, Llc (registered 2026-06-10)
Form ADVobserved 5 days ago
Occurred
May 12, 2023
Advisor changed firm
Alpeshkumar R Patel left Ironoak Wealth for Fisher Investments (registered 2023-09-13)
Form ADVobserved 5 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Michael Allen Harris left Ironoak Wealth for Vital Capital Llc (registered 2022-07-08)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2022
Team lift-out
2 advisors left Stonewater Wealth Management, Inc. (Cedar Park, TX) for Ironoak Wealth on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Mar 21, 2022
Advisor changed firm
Preston Robert Weaver left Ironoak Wealth for Dew Wealth Management (registered 2022-05-29)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90b5c4f0-06ce-abe5-fbfe-f998024688d1
First observed: Apr 22, 2025
Last observed: Jun 15, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IRONOAK WEALTH

IRONOAK WEALTH LLC, CRD 306403

CEDAR PARK, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90b5c4f0-06ce-abe5-fbfe-f998024688d1

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Nicholas Alexander Munoz

n/a

CEDAR PARK, TX

KELLY ANN MCGRATH

n/a

CEDAR PARK, TX

Tracey Kulpa Brenneise

n/a

HUNTINGTON BEACH, CA | CEDAR PARK, TX

Jeffrey Austin Newman

n/a

CEDAR PARK, TX

CHRISTOPHER DEWITT HAGER

n/a

CEDAR PARK, TX

Philip Seth Matherly

n/a

CEDAR PARK, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Munoz, Nicholas, Alexander

CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE/MANAGING MEMBER

yes

11/2019

Jun 15, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 17, 2026

$162M

n/a

2024

Apr 22, 2025

$106M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$162M

$106M

52.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STONEWATER WEALTH MANAGEMENT, INC.

Mar 23, 2022

Jun 18, 2020

CEDAR PARK, TX

Team lift out

RIA to RIA

28.6%