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 1
Shane 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
Similar firms
Kestra Advisory Services, LLC
RIAAustin, TX
Wpwealth LLP
RIAFort Worth, TX
Formentera Partners LP
RIAAustin, TX
Alta Fox Capital Management, LLC
RIAFort Worth, TX
Modern Financial Planning
RIAGeorgetown, TX
Madden Asset Management
RIADallas, TX