Ironoak Wealth

CRD 306403 · Cedar Park, TX · $162.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 306403
SEC number: 801-132175
Firm type: RIA
Assets under management: $162.0M as of Jun 15, 2026
Website: www.linkedin.com/in/tracey-kulpa-brenneise-7354a230 ↗
Phone: 737-271-9421
Address: 1405 Arrow Point Drive, Cedar Park, TX, 78613

Advisors at this firm

6 in our index · page 1 of 1

Tracey Kulpa BrenneiseCRD 4612688 · Huntington Beach, CA

IA RegisteredRegistration inactive
Christopher Dewitt HagerCRD 2937142 · Cedar Park, TX

IA RegisteredRegistration inactive
Kelly Ann McgrathCRD 5080031 · Cedar Park, TX

IA RegisteredRegistration inactive
Philip Seth MatherlyCRD 6280113 · Cedar Park, TX

IA RegisteredRegistration inactive
Nicholas Alexander MunozCRD 4347630 · Cedar Park, TX

IA RegisteredRegistration inactive

Disclosure event(s) on record
Jeffrey Austin NewmanCRD 7198565 · Cedar Park, TX

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 306403 ↗ FINRA BrokerCheck record for firm CRD 306403 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.