RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T••••• K•••• B••••••••
- Title
- SENIOR WEALTH ADVISORreportedironoakwealth.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedironoakwealth.com“With more than 20 years of experience, she helps families, executives, and business owners make confident decisions that align their wealth with their values and long-term goals.”
- Business email
- traceyb@ironoakwealth.comreportedironoakwealth.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/tracey-kulpa-brenneise-7354a230reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- ironoakwealth.com/team/tracey-kulpa-brenneisereportedironoakwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I•••••• W••••• independent RIA currentsince Jun 18, 2020 · Cedar Park, Tx
- S••••••••• W••••• M••••••••• I••• formerJan 3, 2018 to Mar 23, 2022 · Corpus Christi, Tx
- E•••• A••••••••• L•• mixed wealthNov 3, 2017 to Jan 3, 2018 · Austin, Tx
- L•• F•••••••• L•• BD affiliatedAug 26, 2016 to Oct 27, 2017 · Austin, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 8, 2006 to Jun 22, 2010 · Rockledge, Fl
- W•••••• • R••• formerOct 26, 2004 to Feb 24, 2006 · Great Falls, Mt
- D••• D••••••• • C•• independent RIAAug 17, 2004 to Oct 4, 2004 · Great Falls, Mt
- S••••••••• W••••• M••••••••• I••• to I•••••• W•••••left Mar 23, 2022, registered Jun 18, 2020 (-643 days) · RIA to RIA · moved with a team
- E•••• A••••••••• L•• to S••••••••• W••••• M••••••••• I•••left Jan 3, 2018, registered Jan 3, 2018 (0 days) · Other · moved with a team
- L•• F•••••••• L•• to E•••• A••••••••• L••left Oct 27, 2017, registered Nov 3, 2017 (7 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left Jun 22, 2010, registered Aug 26, 2016 (2257 days) · Other
- W•••••• • R••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Feb 24, 2006, registered May 8, 2006 (73 days) · Other
- D••• D••••••• • C•• to W•••••• • R•••left Oct 4, 2004, registered Oct 26, 2004 (22 days) · Other
- T••••• K•••• B•••••••• left S••••••••• W••••• M••••••••• I••• for I•••••• W••••• (registered 2020-06-18)Mar 23, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address