Ironbridge Private Wealth, LLC

RIASEC Registered
Total AUM
$380M
Discretionary
$380M
100% of AUM
Avg account
$750K
Accounts
506
Employees
6
Advisory reps
6

Firm details

Headquarters
Austin, Texas
CRD number
287714
Registered since
April 18, 2019
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

FINTRX

Overview

Ironbridge Private Wealth, LLC is an independent, owner-operated registered investment adviser that entered SEC registration in 2019. The firm works with both individual and family clients as well as institutional accounts and describes itself as a capital allocator that combines advisory services with third-party manager selection. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm uses a mix of fee models — percentage of assets under management, hourly and fixed fees, and performance-based arrangements — and does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Cash & Cash Equivalents 7%, US Government Bonds 1%, Public Funds/Mutual Funds 1%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents7%
  • US Government Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$211M in ETFs

Passive

55%

$116M

Active

38%

$95.3M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN ULTRA-SHORT INCOME ETF (JPST)JP MorganActiveUltrashort Bond$16.6M329,9747.87%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth