Philip Seth Matherly
Investment adviser representative at Ironoak Wealth
11 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
11 years in the industry.
- Ironoak Wealth LLCApr 2026 to now
- LPL Financial LLCAug 2022 to Apr 2026
- Wells Fargo Bank, NAJun 2021 to Aug 2022
- Wells Fargo Clearing Services, LLCJun 2021 to Aug 2022
- JP Morgan Chase BankMay 2017 to Jun 2021
- JP Morgan Securities, LLCMay 2017 to Jun 2021
- Key Investment ServicesMar 2015 to Mar 2017
- KeybankFeb 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2021
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
- 6280113
- Firm CRD
- 306403