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 organized as an LLC and SEC-registered since 2019. The firm identifies as a capital allocator that serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party managers. Pricing approaches are mixed — advisory fees based on a percentage of AUM, hourly and fixed fees, and arrangements that can include performance-based fees. The firm is not positioned 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 2
James Denholm
Founder & CEOCRD 4391568
Gwen Henson
Founding Partner & Chief Compliance OfficerCRD 4469262
Contacts
3 of 4
William 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 26Active vs passive
$176M in ETFs
53%
$93.4M
41%
$82.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $16.9M | 153,098 | 9.62% |
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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