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Ironbridge Private Wealth, LLC

● SEC registered since 2019CRD 287714SEC# 801-115022Austin, TX
Export (members)
Reg. AUM
$314.8M
Employees
6
Accounts
476
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 $314.8 million in regulatory assets under management and employs 6 people.

Ironbridge Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gwen Marie Henson ControlChief Compliance OfficerUnder 5%2021
James McKnight Denholm ControlManagerOver 75%2017

Frequently asked questions

How much does Ironbridge Private Wealth, LLC manage?

Ironbridge Private Wealth, LLC reports $314.8 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

Address6420 Bee Caves Road, Suite 201, Austin, TX 78746
Phone512-327-8901
Fax512-222-4253
Office hours9:00a.m.-5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$314.7M
Non-discretionary$69K
Total (RAUM)$314.8M