Kelly Ann Mcgrath
Investment adviser representative at Ironoak Wealth
16 yearsExperience
1 stateRegistered in
$162MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Golf Apparel, LLCNov 2021 to now
- Ironoak Wealth LLCNov 2019 to now
- Ironoak Partners, LLCJan 2010 to now
- Ironclad Strategies, LLCMay 2019 to Jan 2020
- Stonewater Wealth Management Inc.Jan 2018 to May 2020
- Erben Associates, LLCMar 2011 to Jan 2018
- M Holdings Securities, Inc.May 2010 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ironoak Wealth
Legal name: Ironoak Wealth LLC
$162MAssets managed
332Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5080031
- Firm CRD
- 306403