Kelly Ann Mcgrath

Employer firm

Ironoak Wealth CRD 306403

$162M regulatory AUM 45 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → 12/2017
  M Holdings Securities, Inc.
  Portland, OR
• 03/2011 → 01/2018
  Erben Associates, Llc
  Austin, TX
• 01/2018 → 05/2020
  Stonewater Wealth Management Inc.
  Cedar Park, TX
• 05/2019 → 01/2020
  Ironclad Strategies, Llc
  Austin, TX
• 11/2019 → Present
  Ironoak Wealth Llc
  Cedar Park, TX
• 01/2010 → Present
  Ironoak Partners, Llc
  Cedar Park, TX
• 11/2021 → Present
  Golf Apparel, Llc
  Cedar Park, TX

Previous Registrations

• 2018-01-19 → 2022-03-23
  Stonewater Wealth Management, Inc.
  Austin, TX
• 2019-05-14 → 2020-01-21
  Ironclad Strategies Llc
  Austin, TX
• 2011-03-04 → 2018-01-03
  Erben Associates, Llc
  Austin, TX
  Austin, TX

Other Businesses

Ironoak Partners; Cedar Park, TX; Investment Related; Insurance Company; Insurance Agent; 01/2010; Less than 5% of her time is spent on this activity Golf Apparel, LLC; Non-Investment Related; Cedar Park, TX; Golf Apparel; Bookeeper/Accountant; Associate; 11/2021; Less than 1% of her time is spent on this activity

Exams

• S66 Uniform Combined State Law Examination
  2010-07-13

Other Names

• Kelly Ann Mcgrath
• Kelly Ann Wright
• Kelly Ann Leas
• Kelly Ann Scott
• Kelly Ann Wright-Mcgrath