IRONHORN ADVISORS LLC

RIASEC RegisteredEst. 2026
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$4.1M
Accounts
25
Employees
4
Advisory reps
3

Firm details

Headquarters
AUSTIN, Texas
CRD number
339425
Registered since
January 9, 2026
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ironhorn Advisors LLC is a limited liability company that provides portfolio management services primarily to individuals and small businesses. The firm is SEC-registered (registration year shown as 2026) and is owned as a mix of a domestic entity and an individual. Its stated fee arrangements combine percentage-of-AUM billing with fixed fees. The adviser is not identified as an active ESG investor in the source data and lists involvement on the sponsor/GP side of pooled investment vehicles as one of its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MONTE LEE-WEN

    Founder & CEOCRD 6484622

Contacts

2 of 2
  • BRIAN KIRIMDAR

    Registered RepresentativeCRD 4519490

  • NALIE LEE-WEN

    CRD 6484645

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
9050 N Capital Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth