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IRONBRIDGE PRIVATE WEALTH, LLC
CRD 287714 · SEC 801-115022
6420 BEE CAVES ROAD, SUITE 201, AUSTIN, TX, 78746, United States
Phone
512-327-8901
Fax
512-222-4253
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$379.7M
Discretionary AUM
$379.6M
Team
6 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $27.6M |
| High net worth individuals | 74 | $349.7M |
| Corporations/business entities | 3 | $2.3M |
States served
TX
All web addresses on file
- HTTPS://TWITTER.COM/IRONBRIDGE_360
- HTTPS://WWW.INSTAGRAM.COM/IRONBRIDGE360/
- HTTPS://TWITTER.COM/DENHOLM_JIM
- https://www.youtube.com/results?search_query=ironbridge+private+wealth
- HTTP://WWW.IRONBRIDGE360.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/IRONBRIDGE-PRIVATE-WEALTH-LLC/
- HTTPS://WWW.FACEBOOK.COM/IRONBRIDGE360/
Official SEC filing: View on IAPD