Ironbridge Private Wealth, LLC
● SEC registered since 2019CRD 287714SEC# 801-115022Austin, TX
Reg. AUM
$379.7M
Employees
6
Accounts
506
Location
Austin, TX
Ironbridge Private Wealth, LLC assets under management
Ironbridge Private Wealth, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2019. It reports $379.7 million in regulatory assets under management and employs 6 people.
Ironbridge Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gwen Marie Henson Control | Chief Compliance Officer | Under 5% | 2021 |
| James McKnight Denholm Control | Manager | Over 75% | 2017 |
Frequently asked questions
How much does Ironbridge Private Wealth, LLC manage?
Ironbridge Private Wealth, LLC reports $379.7 million in regulatory assets under management on its Form ADV.
How many employees does Ironbridge Private Wealth, LLC have?
Ironbridge Private Wealth, LLC reports 6 employees.
Where is Ironbridge Private Wealth, LLC located?
Ironbridge Private Wealth, LLC is based in Austin, TX and has been SEC-registered since 2019.
Does Ironbridge Private Wealth, LLC disclose fund performance?
Ironbridge Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6420 Bee Caves Road, Suite 201, Austin, TX 78746 |
| Phone | 512-327-8901 |
| Fax | 512-222-4253 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$379.7M▲ 59%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$379.7Mregulatory AUM
Discretionary $379.6MNon-discretionary $57K