Dakota
Dakota
Book a Demo
Talk to an Expert

Ironclad Wealth

EST. AUM
$68,727,711

CONTACTS

CLIENT ACCOUNTS
75

Firm Details

Metro area Austin
CRD Number 297260
Website ironclad-wealth.com
Client types

Overview

Ironclad Wealth is an Austin, Texas-based independent wealth advisory firm led by principals Mark McAdams and Steven Livitz. In July 2026, Waterloo Capital Management acquired an undisclosed equity stake in the firm, expanding Waterloo's Austin advisory platform; financial terms were not disclosed.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy