IRONBRIDGE WEALTH COUNSEL, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Bee Cave, Texas
CRD number
321893
Fee structure
Fixed Fees
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SHANE MORROW

    Partner, CEOCRD 4816144

Contacts

2 of 2
  • EDWIN CUMMER

    Investment Advisor RepresentativeCRD 3190438

  • DAVID ELLOWITCH

    Private Wealth AdvisorCRD 3102817

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth