IRONBRIDGE PRIVATE WEALTH, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 287714
- Registered since
- April 18, 2019
- Website
- www.ironbridge360.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI92.11%
- Individuals7.27%
- Corporations / Businesses0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ironbridge Private Wealth, LLC is an independent registered investment adviser that positions itself as a capital allocator for individuals, families and select institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee menu includes asset‑based fees plus hourly, fixed and performance‑linked arrangements, which suggests flexibility for bespoke client engagements and some strategies that carry incentive fees. Ironbridge does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
2 of 2JAMES DENHOLM
Founder & CEOCRD 4391568
GWEN HENSON
Founding Partner & Chief Compliance OfficerCRD 4469262
Contacts
3 of 4WILLIAM KEENAN
Senior Relationship ManagerCRD 2303531
DOUGLAS ZULLO
Partner, Wealth AdvisorCRD 4537237
MELISSA FLEMING
Wealth AdvisorCRD 4434946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$212M in ETFs
61%
$129M
37%
$83.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PUTNAM ESG ULTRA SHORT ETF (PULT) | Active | Ultrashort Bond | $15.1M | 299,431 | 7.12% |
Location
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 6420 Bee Caves Rd
- Time zone
- CT (UTC-6)
- Office locations
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