IRONBRIDGE WEALTH COUNSEL, LLC
Firm details
- Headquarters
- Bee Cave, Texas
- CRD number
- 321893
- Website
- www.ironbridgewc.com
- Fee structure
- Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Ironbridge Wealth Counsel, LLC is a limited liability company that serves individual and family clients with a focus on financial planning and selecting outside advisers and managers. The firm acts as a capital allocator rather than a manager of broad product lines, and it charges clients on a fixed-fee basis. Industry affiliations include broker‑dealer relationships and advisory activity as an investment adviser. The firm is not listed as an active ESG investor and is not designated as a multi‑state adviser in the source data. It is classified as an unclassified adviser in the snapshot and is not marked as a related adviser or pension consultant.
Assets & Accounts
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
Owners & executives
1 of 1SHANE MORROW
Partner, CEOCRD 4816144
Contacts
2 of 2EDWIN CUMMER
Investment Advisor RepresentativeCRD 3190438
DAVID ELLOWITCH
Private Wealth AdvisorCRD 3102817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bee Cave, TX
TRAVIS
Location
Bee Cave, TX
Headquartered in Bee Cave, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 3821 Juniper Trce
- Time zone
- CT (UTC-6)
- Office locations
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